Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHILIP J. FULTON & ASSOCIATES, LTD
EIN 30-1174686Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
33
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 33 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHILIP J. FULTON LAW OFFICE PROFIT SHARING 401(K) SAVINGS PLAN
401k
Assets$4.1M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PHILIP J. FULTON & ASSOCIATES, LTD CASH BALANCE DB PLAN
CashBalance
Assets$662K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHILIP J. FULTON LAW OFFICE PROFIT SHARING 401(K) SAVINGS PLAN | 401k | $4.1M | 23 | 2024 | |
| 003 | PHILIP J. FULTON & ASSOCIATES, LTD CASH BALANCE DB PLAN | CashBalance | $662K | 10 | 2024 |
Retirement plans