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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

FUSION FAMILY WEALTH, LLC 401(k) Plan

What public Form 5500 filings show about the FUSION FAMILY WEALTH, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$0
Participants
8
Plans on file
1

The FUSION FAMILY WEALTH, LLC 401(k) on its latest Form 5500

FUSION FAMILY WEALTH, LLC (EIN 46-4069582) reports FUSION FAMILY WEALTH, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $0 in plan assets across 8 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full FUSION FAMILY WEALTH, LLC filing — schedules, fees, and providers.

Who runs the FUSION FAMILY WEALTH, LLC 401(k)?

FUSION FAMILY WEALTH, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask FUSION FAMILY WEALTH, LLCHR for the recordkeeper’s name and login.

How to check your FUSION FAMILY WEALTH, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask FUSION FAMILY WEALTH, LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: FUSION FAMILY WEALTH, LLC — all Form 5500 filings (EIN 46-4069582) · New York employer EIN lookup · Form 5500 search
FUSION FAMILY WEALTH, LLC 401(k) Plan — Form 5500