AUMdb

Ffw Cash Balance Plan

Sponsored by Fusion Family Wealth, Llc · EIN 464069582 · Plan #003

Total assets
—
Net assets
—
Active participants
5
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.