Original filing (PDF)20250624103251NAL0009771728002

FUSION, INC.

Name: FUSION, INC. — FUSION, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: FUSION, INC.

Form 5500-SF

FILING_RECEIVED

FUSION, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUSION, INC..

Plan sponsor

Name

FUSION, INC.

EIN

42-1183035

Address

4500 WILSON AVE. SW · CEDAR RAPIDS, IA · 52404

Phone

(319) 373-0373

Industry

Wholesale Tradesee 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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2K · 401(m) arrangement

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

KUDZU FABRICS, INC.

THE KUDZU FABRICS, INC. 401(K) & PROFIT SHARING PLAN

$7.8M · 206 participants

ASQUITH CORPORATION

ASQUITH CORPORATION 401K PLAN

$7.8M · 15 participants

THE THAMAN RUBBER COMPANY

THE THAMAN RUBBER COMPANY RETIREMENT SAVINGS PLAN

$7.8M · 68 participants

S. GOLDBERG & CO., INC.

S. GOLDBERG & CO., INC. EMPLOYEE 401(K) PLAN

$7.8M · 48 participants

GIFTWARES, INC

GIFTWARES, INC. PROFIT SHARING PLAN

$7.8M · 34 participants