2023 Form 5500 filing — Fusion Employer Services Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009084427NAL0009044307001) for Fusion Employer Services Retirement Savings Plan, reported by Fusion Employer Services, LLC under EIN 13-4337327 and plan number 001. It reports 2,232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009084427NAL0009044307001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Fusion Employer Services, LLC
- EIN
- 13-4337327
- Plan number
- 001
- Location
- Lawrenceville, NJ
- Participants
- 2,232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,961,421
- Net assets (EOY)
- $76,961,421
- Employer contributions
- $2,067,060
- Participant contributions
- $6,527,043
- Total income / additions
- $19,711,240
- Benefits paid
- $6,664,796
- Administrative expenses
- $285,858
- Total expenses
- $6,974,541
- Net increase / (decrease)
- $12,736,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Omni 360 Wealth Inc | INVESTMENT ADVISORY-PLAN | $225,245 | not reported in the loaded dataset |
| Transamerica Financial Life Insuran | RECORDKEEPER | $60,613 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKERAGE | $34 | $0 |