Assets by plan
Share of aggregate retirement assets
90%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADAM FULTON DDS 401(K) PLAN | 401k | $1.9M | 23 | 2025 | |
| 002 | ADAM FULTON DDS CASH BALANCE PLAN | CashBalance | $211K | 15 | 2025 |