Original filing (PDF)20251009155655NAL0016012338001

FUSION FAMILY CONSULTING PLLC

Name: FUSION FAMILY CONSULTING PLLC — FUSION FAMILY CONSULTING PLLC 401(K) PLAN, Form 5500 (2024)
Creator: FUSION FAMILY CONSULTING PLLC

Form 5500-SF

FILING_RECEIVED

FUSION FAMILY CONSULTING PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FUSION FAMILY CONSULTING PLLC.

Plan sponsor

Name

FUSION FAMILY CONSULTING PLLC

EIN

47-3502600

Address

1700 ALMA DRIVE, SUITE 580 · PLANO, TX · 75075

Phone

(214) 957-1067

Industry