Plan Ledger DOL Form 5500 · updated monthly

Fusion Alliance, LLC401(k)

FUSION ALLIANCE, LLC 401(K) PROFIT SHARING PLAN · CARMEL, IN · plan year 2022

Reported admin expense ratio · 2022
0.31%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Fusion Alliance, LLC reported $128,899 in plan administrative expenses for 2022: 0.31% of average plan assets, above the peer median. Employer contributions averaged $20,501 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 393rd-largest of 1,562 plans among Indiana employers on file, and the 3,821st of 11,654 in professional & technical services. In 2022, employees put in $6.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,653,619
Participants with balances201
Active participants15
Employer contributions$307,517
Employee contributions$2,142,514
Employer contribution per active participant$20,501
Average account balance$167,431
Benefits paid to participants$7,600,955
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$128,899
Total administrative$128,899
The Fusion Alliance, LLC 401(k) match · 2022
Employer contribution per active participant$20,501
Median for plans this size$2,266

Fusion Alliance, LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$128,899 · 0.31%
Similar plansProfessional & Technical Services · Indiana
Beam Longest Neff Inc. IN$37.7M · 0.00%
Ratio States, LLC IN$34.5M · 0.21%
Moser Consulting, Inc. IN$33.8M · 0.03%
Employ, Inc. IN$32.3M · 0.74%
Resultant, LLC IN$31.1M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471499702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.