Original filing (PDF)20251012123213NAL0000757696001

PHILIP J. FULTON & ASSOCIATES, LTD

Name: PHILIP J. FULTON & ASSOCIATES, LTD — PHILIP J. FULTON & ASSOCIATES, LTD CASH BALANCE DB PLAN, Form 5500 (2024)
Creator: PHILIP J. FULTON & ASSOCIATES, LTD

Form 5500-SF

FILING_RECEIVED

PHILIP J. FULTON & ASSOCIATES, LTD CASH BALANCE DB PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$662K

Net assets (EOY)

$662K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILIP J. FULTON & ASSOCIATES, LTD.

Plan sponsor

Name

PHILIP J. FULTON & ASSOCIATES, LTD

EIN

30-1174686

Address

89 E. NATIONWIDE BLVD. · COLUMBUS, OH · 43215

Phone

(614) 929-3126

Industry

Professional & Technical Servicessee all

Plan administrator