Current Snapshot
Latest Year
2024
2024 Participants
355
2024 Assets
$77,362,137
2024 Contributions
$3,347,849
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 355 | $77,362,137 | $3,347,849 | $9,431iApproximate average salary by contribution assumption: employee only about $235,764 at 4% or $157,176 at 6%; with 50% employer match about $157,176 at 4% or $104,784 at 6%; with 100% employer match about $117,882 at 4% or $78,588 at 6%. |
| Fusion 401(K) Plan | - | 347 | $77,362,137 | $3,347,849 | $9,648iApproximate average salary by contribution assumption: employee only about $241,199 at 4% or $160,800 at 6%; with 50% employer match about $160,800 at 4% or $107,200 at 6%; with 100% employer match about $120,600 at 4% or $80,400 at 6%. |
| Fusion Management Services LLC Employee Benefits Plan | - | 355 | - | - | - |
| 2023 | 2 | 510 | $76,573,599 | $3,918,700 | $7,684iApproximate average salary by contribution assumption: employee only about $192,093 at 4% or $128,062 at 6%; with 50% employer match about $128,062 at 4% or $85,375 at 6%; with 100% employer match about $96,047 at 4% or $64,031 at 6%. |
| Fusion 401(K) Plan | - | 455 | $76,573,599 | $3,918,700 | $8,613iApproximate average salary by contribution assumption: employee only about $215,313 at 4% or $143,542 at 6%; with 50% employer match about $143,542 at 4% or $95,695 at 6%; with 100% employer match about $107,657 at 4% or $71,771 at 6%. |
| Fusion Management Services LLC Employee Benefits Plan | - | 510 | - | - | - |
| 2022 | 2 | 614 | $68,620,181 | $4,823,304 | $7,856iApproximate average salary by contribution assumption: employee only about $196,389 at 4% or $130,926 at 6%; with 50% employer match about $130,926 at 4% or $87,284 at 6%; with 100% employer match about $98,194 at 4% or $65,463 at 6%. |
| Fusion 401(K) Plan | - | 520 | $68,620,181 | $4,823,304 | $9,276iApproximate average salary by contribution assumption: employee only about $231,890 at 4% or $154,593 at 6%; with 50% employer match about $154,593 at 4% or $103,062 at 6%; with 100% employer match about $115,945 at 4% or $77,297 at 6%. |
| Fusion Management Services LLC Employee Benefits Plan | - | 614 | - | - | - |
| 2021 | 2 | 667 | $81,632,971 | $4,115,079 | $6,170iApproximate average salary by contribution assumption: employee only about $154,238 at 4% or $102,826 at 6%; with 50% employer match about $102,826 at 4% or $68,550 at 6%; with 100% employer match about $77,119 at 4% or $51,413 at 6%. |
| Fusion 401(K) Plan | - | 667 | $81,632,971 | $4,115,079 | $6,170iApproximate average salary by contribution assumption: employee only about $154,238 at 4% or $102,826 at 6%; with 50% employer match about $102,826 at 4% or $68,550 at 6%; with 100% employer match about $77,119 at 4% or $51,413 at 6%. |
| Fusion Management Services LLC Employee Benefits Plan | - | 635 | - | - | - |
| 2020 | 2 | 710 | $77,655,470 | $3,452,074 | $4,862iApproximate average salary by contribution assumption: employee only about $121,552 at 4% or $81,035 at 6%; with 50% employer match about $81,035 at 4% or $54,023 at 6%; with 100% employer match about $60,776 at 4% or $40,517 at 6%. |
| Fusion 401(K) Plan | - | 710 | $77,655,470 | $3,452,074 | $4,862iApproximate average salary by contribution assumption: employee only about $121,552 at 4% or $81,035 at 6%; with 50% employer match about $81,035 at 4% or $54,023 at 6%; with 100% employer match about $60,776 at 4% or $40,517 at 6%. |
| Fusion Management Services LLC Employee Benefits Plan | - | 656 | - | - | - |