Fusion Transport, LLC 401(K) Plan — Form 5500 plan (Fusion Transport, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fusion Transport, LLC 401(K) Plan is a benefit plan reported by Fusion Transport, LLC under EIN 83-4310227 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $3,268,439 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fusion Transport, LLC
EIN
83-4310227
Plan number
001
Plan type
2
Location
Rutherford, NJ
Latest filing year
2023
Participants
372
End-of-year plan assets
$3,268,439

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023372H, C20250514051010NAL0013938467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,268,439
Total liabilities (EOY)
$0
Net assets (EOY)
$3,268,439
Net assets (BOY)
$1,733,420

Income & contributions

Employer contributions
$282,319
Participant contributions
$1,099,484
Total contributions
$1,725,282
Total income / additions
$2,175,693

Expenses & distributions

Benefits paid
$618,927
Administrative expenses
$18,848
Total expenses
$640,674
Net increase / (decrease)
$1,535,019

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$11,239$02023
Cadaret Grant & Co IncINVESTMENT/FINANCIAL ADVI$7,607$02023

Related Form 5500 pages