# Fusion Management Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/fusion-management-services-llc-401k-plan

> Fusion Management Services LLC's 401(k) plan: 347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fusion Management Services LLC

- **Sponsor EIN:** 481195597

- **Sponsor Address:** 210 INTERSTATE NORTH PARKWAY, SUITE, ATLANTA, GA, 30339

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

- **Total Participants:** 347

- **Total Assets:** $77.4M

## 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|347|$77.4M|$292,372|$2.8M|

| 2023|455|$76.6M|$339,719|$3.3M|

| 2022|520|$68.6M|$406,215|$3.4M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$108,128|—|$108,128|

| PNC BANK NA|INVESTMENT ADVISOR|$20,879|—|$20,879|

| MORGAN STANLEY|INVESTMENT ADVISOR|$12,500|—|$12,500|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $141,507

- **Estimated Expense Ratio:** 0.183% of plan assets

### 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|$127,627|—|$127,627|—|—|

| 2023|$155,352|$46,996|—|—|—|

| 2022|$183,432|$114,020|$65,330|—|—|

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