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Sponsor portfolio

FULTON HOMES CORPORATION

EIN 86-0298641-construction-Latest filing 2025
Plans
3
Retirement
2
$19.3M assets
Welfare
1
$2.1M premiums
Participants
250
9140 S. KYRENE, SUITE 202 - TEMPE, AZ 852842929480-753-6789fultonhomes.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$12.0M - 103 part#002401k-$7.3M - 23 part#501Fully Insured-$2.1M - 205 lives

Retirement portfolio analytics

2 plans aggregated / $19.3M assets / 126 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#001)62%
  • PROFIT SHARING PLAN (#002)38%
Total $19.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)103
  • PROFIT SHARING PLAN (#002)23
Total 126Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Vision$107K
  • Life$107K
  • Long-term disability$107K
  • Other$107K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • DELTA DENTAL OF CALIFORNIA3%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $131K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FULTON HOMES CORP. 401(K) PROFIT SHARING PLAN

401k

Assets$12.0M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FULTON HOMES CORP. NEW HOMES SALES ASSOCIATES 401(K) PROFIT SHARING PLAN

401k

Assets$7.3M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FULTON HOMES CORPORATION

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$2.1M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FULTON HOMES CORP. 401(K) PROFIT SHARING PLAN401k$12.0M1032025
002FULTON HOMES CORP. NEW HOMES SALES ASSOCIATES 401(K) PROFIT SHARING PLAN401k$7.3M232025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FULTON HOMES CORPORATIONFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$2.1M2052025
Retirement plans
Welfare plans
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