· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FUSIONWORKS, INC. — FUSIONWORKS, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250913083219NAL0001188563001
FUSIONWORKS, INC.
Form 5500-SF
FILING_RECEIVED
FUSIONWORKS, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
60
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
FUSIONWORKS, INC.
.
Find decision makers
Plan sponsor
Name
FUSIONWORKS, INC.
EIN
66-0606580
Address
1258 ALDEA STREET · SUITE 200 · SAN JUAN, PR · 00907
Phone
(787) 721-1039
Industry
Other Services (ex. Public Admin)
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
2025-09-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ASSOCIATES TITLE, INC.
ASSOCIATES TITLE, INC. 401(K) PLAN
$2.4M · 9 participants
AA-OK BAIL BONDING CO. OF GWINNETT COUNTY
SHAW ENTITIES CASH BALANCE PLAN
$2.4M · 12 participants
CENTRAL MICHIGAN GROUP, PC
CENTRAL MICHIGAN GROUP, PC CASH BALANCE PLAN
$2.4M · 5 participants
WALTER SCHUPFER MANAGEMENT COR
WALTER SCHUPFER MANAGEMENT COR 401(K) PROFIT SHARING PLAN & TRUST
$2.4M · 43 participants
WALLFLOWERS, INC.
WALLFLOWERS, INC. 401(K) PROFIT SHARING PLAN
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.
$2.4M · 3 participants
PITTSBURGH BUILDERS EXCHANGE
PITTSBURGH BUILDERS EXCHANGE PROFIT SHARING PLAN
$2.4M · 17 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants
