Department of Labor filing

FUSION TRADE, INC.

FUSION TRADE, INC. 401(K) PLAN · For the plan year ended Sep 30, 2025

Public filing 2024 · received Jun 23, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

64filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$4,267

Reported employer contributions per active participant.

Higher than about 60% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$74 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 72% of comparable plans

↗Investment performance

Not available

Plan assets changed 19.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202464out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions60th percentileTypical peer $3,462 · based on 1,271 comparable plans

Lower reported administrative expense72nd percentileTypical peer $184 · based on 1,343 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, FUSION TRADE, INC. reported $418,150 in employer contributions across the plan and 98 active participants. That works out to $4,267 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy66%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 44.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 33.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context64/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $418,150
Participant contributions: $973,496
Other contributions: $35,551
Employer share of reported contributions: 30.0%
Beginning assets: $11,551,403
Ending assets: $13,833,703
Ending net assets: $13,833,703
Ending liabilities: $0
Total income: $3,042,075
Total expenses: $759,775
Administrative expenses: $12,876
Participant loans: $37,840

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,957

2023

$3,701

2024

$4,267

Plan-paid administrative expenses per participant

2022

$56

2023

$57

2024

$74

Active participants

2022

149

2023

133

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,267	98	13.8M	20260623090024NAL0005282067001
2023	$3,701	133	11.6M	20250613100722NAL0028576992001
2022	$2,957	149	8.3M	20240719123443NAL0011120688001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 043575409-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 2003
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2J2K2F2G3D2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
VOYA RETIREMENT INSURANCE & ANNUITY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260623090024NAL0005282067001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗