Original filing (PDF)20251008185644NAL0010325568001

WEF MANAGEMENT, LLC DBA FULTON MANAGEMENT

Name: WEF MANAGEMENT, LLC DBA FULTON MANAGEMENT — FULTON MANAGEMENT PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: WEF MANAGEMENT, LLC DBA FULTON MANAGEMENT

Form 5500-SF

FILING_RECEIVED

FULTON MANAGEMENT PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEF MANAGEMENT, LLC DBA FULTON MANAGEMENT.

Plan sponsor

Name

WEF MANAGEMENT, LLC DBA FULTON MANAGEMENT

EIN