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

1,322

Total plan assets

$143.6M

Filings (rows)

Direct comp

$352K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant8

Prospecting the plans that use Fusion Family Wealth?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 8 plansUnlock full export (Pro)

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
Kaufman Dolowich,LLP Kaufman Dolowich,LLP Retirement Plan · all filings	WOODBURY, NY	Advisor / Consultant	327	$38.2M	$63K	$0
Kaufman, Dolowich & Voluck, LLP Kaufman Dolowich & Voluck LLP Retirement Plan · all filings	WOODBURY, NY	Advisor / Consultant	340	$31.2M	$59K	$0
Gettry Marcus CPA, P.C. Gettry Marcus CPA, P.C. 401(k) Plan · all filings	WOODBURY, NY	Advisor / Consultant	108	$10.4M	$19K	$0
Gettry Marcus CPA, P.C. Gettry Marcus CPA, P. C. 401(k) Plan · all filings	WOODBURY, NY	Advisor / Consultant	103	$9.7M	$20K	$0
Sherwood Lumber Corporation Sherwood Lumber Corp. 401(k) Profit Sharing Plan · all filings	MELVILLE, NY	Advisor / Consultant	105	$9.1M	$18K	$0
Gettry Marcus CPA, P.C. Gettry Marcus CPA, P.C. 401(k) Plan · all filings	WOODBURY, NY	Advisor / Consultant	0	$974K	$21K	$0
Raich ENDE Malter & Co. LLP Raich ENDE Malter & Co. LLP 401(k) Plan · all filings	MELVILLE, NY	Advisor / Consultant	0	$0	$75K	$0