Retirement

401(k)


Starting to save early and contributing consistently is essential to preparing for retirement, even if it feels lightyears away. With a 401(k), you can make automatic contributions directly from your paycheck. It makes saving a simple and effortless process.

401(k) Benefits

Fuze Health 401(k) Plan – Fidelity Investments

Fuze Health’s 401(k) retirement plan is administered through Fidelity Investments. If you’d like to learn more about your plan, make updates, or review your account, please contact Fidelity directly. Their team can assist with:

  • Rolling over funds from a previous employer
  • Setting up or adjusting your contributions
  • Answering any questions about your account

Plan Information

  • Plan Name: Fuze Health Inc.
  • Financial Institution: Fidelity Investments
  • Plan Number: 9648K
  • Website: www.netbenefits.com
  • Contact Number: 800.835.5097

2026 Plan Year Employer Match

  • 100% match on the first 1% deferred
  • 50% match on the next 5% deferred
  • You must contribute at least 6% to receive the full 3.5% company match

Eligibility & Enrollment

  • Eligibility: Eligible upon hire; employer match begins after 1,000 hours worked within a plan year. Anyone hired before January 1, 2026 is immediately eligible for the match.
  • Vesting: You are 100% vested once eligible for the match
  • Auto Enrollment: New employees are automatically enrolled at a 3% contribution rate (pre-tax) into an age-based target date fund. After one year, your contribution rate will automatically increase by 1% per year until you reach 6%. You may opt out or adjust your contribution rate at any time.

2026 Plan Limits

  • Standard Contribution: $24,500
  • Age 50 or Older: Additional $8,000 catch-up contribution
  • Ages 60–63: Additional $11,250 catch-up contribution
Fuze Health 401(k) Qualified Automatic Contribution Arrangement Notice
Alto: 401(k) Presentation Recording
Truepill: 401(k) Presentation Recording
LetsGetChecked: 401(k) Presentation Recording

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Disclaimer: This presentation provides a summary of the employee benefit programs offered by Fuze Health. Should any discrepancies arise, please refer to the actual plan documents, which supersede this presentation. Once enrolled, you will receive a Combined Evidence of Coverage and Disclosure Form detailing the exclusions, limitations, and the full range of covered services of your plan.