Plan Ledger DOL Form 5500 · updated monthly

Fusion Management Services LLC401(k)

FUSION 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Fusion Management Services LLC reported $127,627 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $843 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.

Across the 2 years on file its reported administrative ratio fell from 0.24% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 342nd-largest of 2,160 plans among Georgia employers on file, and the 376th of 2,199 in information & media. In 2024, employees put in $9.51 for every $1.00 the employer contributed; active participation has shrunk from 520 to 347 since 2022.

Plan summary
Net assets, end of year$77,361,225
Participants with balances1,000
Active participants347
Employer contributions$292,372
Employee contributions$2,779,948
Employer contribution per active participant$843
Average account balance$77,361
Benefits paid to participants$13,036,130
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.4M · 1,000 accts · $292K emplr
2023$76.6M · 1,249 accts · $340K emplr
2022$68.6M · 1,217 accts · $406K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,627
Total administrative$127,627
The Fusion Management Services LLC 401(k) match · 2024
Employer contribution per active participant$843
Median for plans this size$3,635
2024$843 per active participant
2023$747 per active participant
2022$781 per active participant

Fusion Management Services LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PNC BANK NA · Investment advisory (plan)$20,879
MORGAN STANLEY · Investment advisory (plan)$12,500
CHERRY BEKAERT & HOLLAND, LLP · Accounting / audit$2,718

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$127,627 · 0.17%
2023$155,352 · 0.21%
2022$183,432 · 0.24%
Same employer
Similar plansInformation & Media · Georgia
Weather Group LLC GA$181.6M · 0.14%
Sinch America, Inc. GA$151.7M · 0.15%
Rent Group Inc. GA$92.7M · 0.01%
Sharecare, Inc. GA$90.8M · 0.26%
Ot Technology, Inc. GA$68.9M · 0.04%
Ellijay Telephone Company GA$48.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481195597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.