Fusion Family Wealth

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

339

Total plan assets

$44.1M

Filings (rows)

Direct comp

$152K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant8

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Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Kaufman Dolowich,LLP Kaufman Dolowich,LLP Retirement Plan · all filings	WOODBURY, NY	Advisor / Consultant	339	$44.1M	$76K	$0
Raich ENDE Malter & Co. LLP Raich ENDE Malter & Co. LLP 401(k) Plan · all filings	MELVILLE, NY	Advisor / Consultant	0	$0	$75K	$0