Fusion Employer Services Retirement Savings Plan — Form 5500 plan (Fusion Employer Services, LLC)
Plain-English plan 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, Fusion Employer Services Retirement Savings Plan is a benefit plan reported by Fusion Employer Services, LLC under EIN 13-4337327 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,232 participants and $76,961,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fusion Employer Services, LLC
- EIN
- 13-4337327
- Plan number
- 001
- Plan type
- 3
- Location
- Lawrenceville, NJ
- Latest filing year
- 2023
- Participants
- 2,232
- End-of-year plan assets
- $76,961,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,232 | H, C | 20241009084427NAL0009044307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,961,421
- Net assets (EOY)
- $76,961,421
- Net assets (BOY)
- $58,329,265
Income & contributions
- Employer contributions
- $2,067,060
- Participant contributions
- $6,527,043
- Total contributions
- $9,675,948
- Total income / additions
- $19,711,240
Expenses & distributions
- Benefits paid
- $6,664,796
- Administrative expenses
- $285,858
- Total expenses
- $6,974,541
- Net increase / (decrease)
- $12,736,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Omni 360 Wealth Inc | INVESTMENT ADVISORY-PLAN | $225,245 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $60,613 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKERAGE | $34 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fusion Employer Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Lawrenceville, NJ
- Omni 360 Wealth Inc — Schedule C compensation
- Transamerica Financial Life Insuran — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation