Filings through .
Fulton Financial Advisors
Matched across 4 name variants in the filings
Fulton Financial Advisors summary
Fulton Financial Advisors appears on 24 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $752M in assets for 9,682 participants. The median client plan holds $16.9M. Most client plans are sponsored in PA, NJ and MD. The largest clients by plan assets are Clair Global Corporation, Fulton Financial Corporation and Edwin L. Heim Company. Plans reported $1.8M in direct and indirect compensation paid to Fulton Financial Advisors. The median is $67K per plan.
- Participants
- 9,682
- Median plan assets
- $16.9M
- Median plan participants
- 266
- Median fees per plan
- $67K
- Schedule C direct + indirect
Top 24 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Clair Global Corporation | PA | $152M | 2,074 |
| Fulton Financial Corporation | PA | $90.4M | 681 |
| Edwin L. Heim Company | PA | $88.2M | 231 |
| Barley Snyder LLP | PA | $66.4M | 308 |
| Community Services Group, Inc. | PA | $59.2M | 1,358 |
| Schaedler Yesco Distribution Inc. | PA | $42.6M | 508 |
| Farmer Boy Ag, Inc. | PA | $28.5M | 159 |
| Kish Bank | PA | $27.7M | 323 |
| United Mine Workers of America | PA | $27.1M | 359 |
| A.C.S. & Sons, Inc. | NJ | $23.9M | 312 |
| Charter Homes Building Company | PA | $20.4M | 329 |
| Dual Temp Company, Inc. | PA | $17.8M | 254 |
| Zartman Construction, Inc. | PA | $15.9M | 179 |
| Allies Inc. | NJ | $15.1M | 1,065 |
| Astro Machine Works, Inc. | PA | $14.8M | 135 |
| Signature Custom Cabinetry, Inc. | PA | $12.8M | 148 |
| Donsco, Inc. | PA | $11.7M | 401 |
| Moravian Manor, Inc. | PA | $9.7M | 277 |
| Fromm Electric Supply Corp. | PA | $8.3M | 119 |
| Albert S. Smyth Co., Inc. | MD | $8.1M | 162 |
| Central Pennsylvania Food Bank | PA | $6.1M | 138 |
| Hendrix-Isa, LLC | PA | $4.8M | 162 |
| Haller Enterprises, LLC | PA | $0 | 0 |
| D. F. Stauffer Biscuit Company, Inc | PA | $0 | 0 |
- PAParticipants 2,074
- PAParticipants 681
- Edwin L. Heim Company$88.2MPAParticipants 231
- Barley Snyder LLP$66.4MPAParticipants 308
- PAParticipants 1,358
- PAParticipants 508
- Farmer Boy Ag, Inc.$28.5MPAParticipants 159
- Kish Bank$27.7MPAParticipants 323
- PAParticipants 359
- A.C.S. & Sons, Inc.$23.9MNJParticipants 312
- PAParticipants 329
- Dual Temp Company, Inc.$17.8MPAParticipants 254
- PAParticipants 179
- Allies Inc.$15.1MNJParticipants 1,065
- PAParticipants 135
- PAParticipants 148
- Donsco, Inc.$11.7MPAParticipants 401
- Moravian Manor, Inc.$9.7MPAParticipants 277
- PAParticipants 119
- MDParticipants 162
- PAParticipants 138
- Hendrix-Isa, LLC$4.8MPAParticipants 162
- PAParticipants 0
- PAParticipants 0
Top client states
- PA21 plans
- NJ2 plans
- MD1 plan
Frequently asked questions
- Who uses Fulton Financial Advisors?
- 24 retirement plans list Fulton Financial Advisors as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Clair Global Corporation, Fulton Financial Corporation, Edwin L. Heim Company, Barley Snyder LLP and Community Services Group, Inc.. Most client plans are sponsored in PA, NJ and MD.
- How many plans does Fulton Financial Advisors serve?
- Fulton Financial Advisors serves 24 retirement plans with $752M in plan assets and 9,682 participants, based on the latest Form 5500 filings through 2024.
- What does Fulton Financial Advisors charge?
- Plans reported $1.8M in total Schedule C compensation paid to Fulton Financial Advisors. The median plan paid $67K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Fulton Financial Advisors as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 18 |
| T. Rowe Price | 14 |
| Goldman Sachs | 9 |
| JPMorgan | 8 |
| MFS (Sun Life) | 6 |
Target-date series
| Series | Plans |
|---|---|
| T. Rowe Price Retirement | 13 |
| Vanguard Target Retirement | 5 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.