AUMdb

Fusion Trade, Inc. 401(k) Plan

Sponsored by Fusion Trade, Inc. · EIN 043575409 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
98
With balances
126

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $7,412
Global Retirement Partners Llc Other fees $0
Beacon Benefits, Inc. Other services $0