How big is Fulford Partners Inc.'s plan?

Fulford Partners Inc.'s plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250731215731NAL0011511794001

Fulford Partners Inc.

Name: Fulford Partners Inc. — Fulford Partners, Inc., Form 5500 (2024)
Creator: Fulford Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fulford Partners, Inc. 401(k) Plan

401(k) retirement plan · Fulford Partners Inc.'s Fulford Partners, Inc. 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Fulford Partners Inc.'s EIN is 26-2641113.

EIN 26-2641113

Plan number 001

Plan year 2024

ACK ID 20250731215731NAL0011511794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fulford Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fulford Partners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score