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Original filing (PDF)20251014060236NAL0003266304001
FUSION TRANSPORT, LLC
Form 5500
FILING_RECEIVED
FUSION TRANSPORT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
328
Accounts w/ balance
184
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUSION TRANSPORT, LLC.
Plan sponsor
Name
FUSION TRANSPORT, LLC
EIN
83-4310227
Address
301 NJ-17 NORTH · RUTHERFORD, NJ · 07070
Phone
(201) 251-7333
Industry
Transportation & Warehousingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDG CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT & CO INC | 22-2361254 | — | INVESTMENT/FINANCIAL ADVI | $12K | — |
Investments
35 direct securities· $3.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $661K | 17.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $443K | 11.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $411K | 11.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $398K | 10.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $343K | 9.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $305K | 8.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $220K | 5.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $203K | 5.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $123K | 3.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $111K | 2.9% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $71K | 1.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $68K | 1.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $48K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $38K | 1.0% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $25K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $20K | 0.5% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $18K | 0.5% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $17K | 0.4% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $16K | 0.4% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $14K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $13K | 0.3% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $12K | 0.3% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $11K | 0.3% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $10K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $8K | 0.2% | |
| FRANKLIN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| JPM GLOBAL BOND OPPS R6 | Registered Investment Companies | — | — | $6K | 0.2% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $6K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $5K | 0.1% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $4K | 0.1% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $4K | 0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| NUVEEN INT EQ INDEX R6 966 REGISTERED INVESTMENT COMPANY VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $2K | <0.1% |