· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FUSION ASSET MANAGEMENT, LLC DBA HARRISBURG PROPERTY MANAGEMENT GROUP — HPMG 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250306095720NAL0017025680001
FUSION ASSET MANAGEMENT, LLC DBA HARRISBURG PROPERTY MANAGEMENT GROUP
Form 5500-SF
FILING_RECEIVED
HPMG 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
14
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FUSION ASSET MANAGEMENT, LLC DBA HARRISBURG PROPERTY MANAGEMENT GROUP
.
Find decision makers
Plan sponsor
Name
FUSION ASSET MANAGEMENT, LLC DBA HARRISBURG PROPERTY MANAGEMENT GROUP
EIN
27-4403165
Address
4411 N. FRONT ST · HARRISBURG, PA · 17110
Phone
(717) 564-7368
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
PARK CITY LODGING, INC.
PARK CITY LODGING, INC. 401(K) PLAN
$1.3M · 76 participants
WERWAISS & CO., INC.
WERWAISS & CO., INC. 401K RETIREMENT PLAN
$1.3M · 7 participants
OTIS WARRREN MANAGEMENT
OTIS WARREN GROUP 401(K) PLAN
$1.3M · 7 participants
MITCHELL GROUP PROPERTY MGMT DBA CARMEL REALTY COMPANY PROPERTY MGMT
MITCHELL GROUP PROPERTY MANAGEMENT DBA CARMEL REALTY COMPANY PROPERTY MANAGEMENT RETIREMENT PLAN
$1.3M · 19 participants
PEPPER VINER MANAGEMENT CO. III, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PEPPER VINER 401(K) PLAN
$1.3M · 15 participants
NAI HALLMARK PARTNERS, LLC
NAI HALLMARK 401(K) PLAN
$1.3M · 42 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B