How big is Healthfuse, LLC's plan?

Healthfuse, LLC's plan reported $2.8M in assets and 42 participants for 2024.

Original filing (PDF)20250326123757NAL0015654305001

Healthfuse, LLC

Name: Healthfuse, LLC — Healthfuse 401(k) Plan, Form 5500 (2024)
Creator: Healthfuse, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Healthfuse 401(k) Plan

401(k) retirement plan · Healthfuse, LLC's Healthfuse 401(k) Plan held $2.8M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

BRAD Tieche signed Healthfuse, LLC's 2024 Form 5500 as plan administrator.

BRAD Tieche — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Healthfuse, LLC's EIN is 27-4514103.

EIN 27-4514103

Plan number 001

Plan year 2024

ACK ID 20250326123757NAL0015654305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Healthfuse, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Healthfuse, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALTHFUSE, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HEALTHFUSE, LLC

EIN

all filings

Address

324 E. WISCONSIN AVE. · SUITE 1300 · MILWAUKEE, WI · 53202

Phone

(414) 988-1130

Industry

Professional & Technical Services

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

2025-03-26

Pension benefit codes

3B · Covers self-employed individuals

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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