# Fusion Industries LLC 401(k) Plan
Source: https://planprovider.pro/companies/fusion-industries-llc-plan-001

> Fusion Industries LLC's 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fusion Industries LLC

- **Sponsor EIN:** 464183414

- **Sponsor Address:** 3001 E MEMORIAL RD, EDMOND, OK, 730137107

- **Plan Type:** 401(k)

- **Total Participants:** 158

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|158|$1.7M|$0|$569,963|

| 2023|105|$1.1M|$0|$473,419|

| 2022|118|$1.0M|$6,292|$269,610|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PEGGY S. EDGE CPA LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$27,121|$7,562|$8,699|—|—|

| 2023|$11,480|$5,401|$5,219|—|—|

| 2022|$18,623|$34|$18,589|—|—|

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