· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FULTON, LLC — FULTON BREWERY 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240906101419NAL0000949713001
FULTON, LLC
Form 5500-SF
FILING_RECEIVED
FULTON BREWERY 401(K) PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
58
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FULTON, LLC
.
Find decision makers
Plan sponsor
Name
FULTON, LLC
EIN
27-0453376
Address
2540 2ND ST NE · MINNEAPOLIS, MN · 554183412
Phone
(612) 333-3208
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
DREKKER BREWING COMPANY, LLC
DREKKER BREWING COMPANY 401(K) PLAN
$1.2M · 60 participants
ORIGINAL GRAVITY, LLC
ORIGINAL GRAVITY 401(K) PLAN
$1.2M · 8 participants
BREAKSIDE BREWERY, INC.
BREAKSIDE BREWERY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$1.2M · 110 participants
JDZ, INC. DBA ALESMITH BREWING COMPANY
ALESMITH BREWING COMPANY 401(K) PLAN
$1.2M · 53 participants
THIRD SPACE BREWING, LLC
THIRD SPACE BREWING, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 20 participants
SLEEPING GIANT BEVERAGE COMPANY INC.
LEWIS & CLARK BREWING COMPANY 401(K) PLAN
$1.2M · 21 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
