Plan Snapshot
- Plan Sponsor: Virtual Marketing, LLC Dba Fusion92
- Sponsor EIN: 364293694
- Sponsor Address: 440 WEST ONTARIO, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 248 | $8.8M | $194,443 | $1.6M |
| 2023 | 232 | $6.3M | $172,854 | $1.5M |
| 2022 | 228 | $4.7M | $89,270 | $749,509 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $71,322 | — | — | — | — |
| 2023 | $54,369 | — | — | — | — |
| 2022 | $8,205 | — | — | — | — |