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  2. JAMES W FULCHER MD PA
Sponsor portfolio

JAMES W FULCHER MD PA

EIN 83-4499601-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
29
3891 TIGER BAY RD - DAYTONA BEACH, FL 321241063386-258-4060
Plans on this EIN
2 filings
#001401k-$2.7M - 17 part#002CashBalance-$499K - 12 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PLAN & TRUST (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)17
  • CASH BALANCE PLAN (#002)12
Total 29Click 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

JAMES W FULCHER MD PA 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.7M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

JAMES W FULCHER, MD., PA CASH BALANCE PLAN

CashBalance

Assets$499K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JAMES W FULCHER MD PA 401(K) PROFIT SHARING PLAN & TRUST401k$2.7M172025
002JAMES W FULCHER, MD., PA CASH BALANCE PLANCashBalance$499K122025
Retirement plans
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