# Workfusion, INC. 401(k) Plan
Source: https://planprovider.pro/companies/workfusion-inc-401k-plan

> Workfusion, INC.'s 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Workfusion, INC.

- **Sponsor EIN:** 454148571

- **Sponsor Address:** 228 PARK AVE S, PMB 70743, NEW YORK, NY, 100031502

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

- **Total Participants:** 72

- **Total Assets:** $9.4M

## 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|72|$9.4M|$537,040|$1.1M|

| 2023|101|$7.8M|$794,891|$1.6M|

| 2022|127|$644,917|$122,463|$252,320|

## 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|

| RESOURCES INVESTMENT ADVISORS, INC.|CONSULTANT|$21,564|—|$21,564|

| WITHUM SMITH & BROWN PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RESOURCES INVESTMENT ADVISORS, INC.](https://planprovider.pro/provider/epic-retirement-plan-services) — CONSULTANT

- [WITHUM SMITH & BROWN PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,564

- **Estimated Expense Ratio:** 0.230% 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|$23,749|$21,564|—|—|—|

| 2023|$15,051|$13,371|—|—|—|

| 2022|—|—|—|—|—|

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