Plan Snapshot
- Plan Sponsor: Fusionsite Services LLC
- Sponsor EIN: 830612358
- Sponsor Address: 1610 54TH AVENUE NORTH, NASHVILLE, TN, 37209
- Plan Type: 401(k)
- Total Participants: 862
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 862 | $6.1M | $1.3M | $1.7M |
| 2023 | 423 | $2.7M | $312,087 | $823,868 |
| 2022 | 264 | $957,861 | $197,147 | $518,969 |
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 |
|---|---|---|---|---|
| LBMC PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC PC — Auditor
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 | $48,178 | — | $48,178 | — | — |
| 2023 | $32,474 | — | $32,474 | — | — |
| 2022 | $12,844 | — | $12,844 | — | — |