How big is Fullerton's plan?

Fullerton's plan reported $4.0M in assets and 101 participants for 2023.

Original filing (PDF)20241015163921NAL0029135985001

Fullerton

Name: Fullerton — Fullerton 401(k) Investment & Savings, Form 5500 (2023)
Creator: Fullerton
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fullerton 401(k) Investment & Savings Plan

401(k) retirement plan · Fullerton's Fullerton 401(k) Investment & Savings Plan held $4.0M in plan assets for 101 participants in 2023.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Thomas Difiore signed Fullerton's 2023 Form 5500 as plan administrator.

Thomas Difiore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fullerton's EIN is 22-2361949.

EIN 22-2361949

Plan number 002

Plan year 2023

ACK ID 20241015163921NAL0029135985001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fullerton from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fullerton's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FULLERTON.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score