What public Form 5500 filings show about the Fulton Group NA, Inc. 401(k) plan — and how to find and check your own account.
Fulton Group NA, Inc. (EIN 20-1834107) reports FULTON GROUP NA 401(K) PLAN on its most recent Form 5500, with $73.5M in plan assets across 412 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Fulton Group NA, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is USI CONSULTING GROUP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Fulton Group NA, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GUARDIAN LIFE INS CO OF AMERICA, PROACT, MERITAIN HEALTH, CENTRO BENEFITS RESEARCH, DIGITAL INSURANCE, USI ADVISORS.
