Fusion Employer Services Retirement Savings Plan
Sponsored by Fusion Employer Services, Llc · EIN 134337327 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Omni 360 Wealth, Inc. CRD 124878 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Omni 360 Wealth Inc | Investment advisory (plan), Consulting (general) | $197,263 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $41,026 |
| Cohnreznick | Accounting, Consulting (general) | $22,600 |