Original filing (PDF)20250624212810NAL0004278403001

FUSION BROKERAGE USA, INC.

Name: FUSION BROKERAGE USA, INC. — FUSION BROKERAGE USA, INC. 401(K) PLAN, Form 5500 (2024)
Creator: FUSION BROKERAGE USA, INC.

Form 5500-SF

FILING_RECEIVED

FUSION BROKERAGE USA, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

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 average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FUSION BROKERAGE USA, INC.

EIN

80-0212492

Address

9555 W SAM HOUSTON PKWY · S. STE 348 · HOUSTON, TX · 770992270

Phone

(713) 590-7744

Industry