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Original filing (PDF)20251013093610NAL0001613456001
BW FUSION LLC
Form 5500-SF
FILING_RECEIVED
BW FUSION 401(K) PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
71
Plan assets (EOY)
$133K
Net assets (EOY)
$133K
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BW FUSION LLC.
Plan sponsor
Name
BW FUSION LLC
EIN
84-2155082
Address
3850 CONCEPT CT, SUITE 101 · FORT WAYNE, IN · 46808
Phone
(888) 429-3874
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-11-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
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