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Sponsor portfolioTH

FULTON SAVINGS BANK

EIN 15-0313410-banking-Latest filing 2025
Plans
2
Retirement
2
$44.5M assets
Welfare
0
Participants
214
75 SOUTH FIRST STREET - FULTON, NY 13069315-592-4201fultonsavings.comLinkedIn1-10 employeesbanking
Plans on this EIN
2 filings
#001TraditionalDB-$35.2M - 121 part#002401k-$9.2M - 93 part

Retirement portfolio analytics

2 plans aggregated / $44.5M assets / 214 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • FULTON SAVINGS BANK (#001)79%
  • INCENTIVE 401(K) Savings (#002)21%
Total $44.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FULTON SAVINGS BANK (#001)121
  • INCENTIVE 401(K) Savings (#002)93
Total 214Click 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

RETIREMENT PLAN OF FULTON SAVINGS BANK

TraditionalDB

Assets$35.2M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FULTON SAVINGS BANK THRIFT INCENTIVE 401(K) SAVINGS PLAN

401k

Assets$9.2M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN OF FULTON SAVINGS BANKTraditionalDB$35.2M1212025
002FULTON SAVINGS BANK THRIFT INCENTIVE 401(K) SAVINGS PLAN401k$9.2M932024
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