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FULLERTON FINANCIAL HOLDINGS, LLC

EIN 92-2649614-financial services-Latest filing 2025
Plans
1
Retirement
1
$744K assets
Welfare
0
Participants
26
14155 N. 83RD AVE., SUITE 144 - PEORIA, AZ 85381623-974-0300fullertonfp.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#003CashBalance-$744K - 26 part

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Retirement#003

FULLERTON FINANCIAL PLANNING CASH BALANCE PLAN

CashBalance

Assets$744K
Participants26
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003FULLERTON FINANCIAL PLANNING CASH BALANCE PLANCashBalance$744K262025
Retirement plans
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