Fusion 401(k) Plan
Sponsored by Fusion Management Services Llc · EIN 481195597 · Plan #001
- Total assets
- $77.4M
- Net assets
- $77.4M
- Active participants
- 347
- With balances
- 1,000
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $108,128 |
| Pnc Bank Na | Investment advisory (plan) | $20,879 |
| Morgan Stanley | Investment advisory (plan) | $12,500 |
| Cherry Bekaert & Holland, Llp | Accounting | $2,718 |