Plan profile · 2023
FUSION MANAGEMENT SERVICES LLC
FUSION 401(K) PLAN · –
Sponsor contact
Address210 INTERSTATE PKWY N #200, ATLANTA
State / ZIPGA 30339
Phone4704106641
EIN / Plan #481195597 / 001
Plan health
Assets (EOY)$77M
Participants455
Avg balance$168k
Employer contrib$340k
Distributions$7M
Red flags
Delinquent contribs$364k
Fidelity bond–
Bond adequate?⚠ NO
AuditorCHERRY BEKAERT LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| MORGAN STANLEY | – | $47k |