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  2. Beese Fulmer Investment Management, Inc.

Filings through Oct 24, 2026.

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Beese Fulmer Investment Management, Inc.

EIN 34-1314835-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$4.0M assets
Health & Benefits
0
Participants
13
4334 MUNSON STREET NW, SUITE 102 - CANTON, OH 44718330-454-6555
Plans on this EIN
1 filing
#001401(k)-$4.0M - 13 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN

401(k)

Assets$4.0M
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN401(k)$4.0M132025
  • BEESE FULMER INVESTMENT MANAGEMENT INC. PROFIT SHARING PLAN$4.0M
    #001 · 401(k) · 202513
Retirement plans
Health & Benefits plans
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