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Sponsor portfolioTH

FUSION INC.

EIN 42-1183035-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
2
$10.4M assets
Welfare
0
Participants
56
4500 WILSON AVE. SW - CEDAR RAPIDS, IA 52404319-373-0373fusioninc.comLinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$9.1M - 23 part#002ESOP-$1.2M - 33 part

Retirement portfolio analytics

2 plans aggregated / $10.4M assets / 56 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • INC. RETIREMENT PLAN (#001)88%
  • EMPLOYEE STOCK OWNERSHIP (#002)12%
Total $10.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)33
  • INC. RETIREMENT PLAN (#001)23
Total 56Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FUSION, INC. RETIREMENT PLAN

401k

Assets$9.1M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

FUSION INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.2M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FUSION, INC. RETIREMENT PLAN401k$9.1M232025
002FUSION INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$1.2M332025
Retirement plans
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