401(k) retirement plan · Financial Planning for Seniors, Inc.'s Fullerton Financial Planning 401(k) Plan held $2.4M in plan assets for 41 participants in 2024.
Active participants
41
Accounts w/ balance
36
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
100
Total plan cost
n/a
Plan health
36
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL PLANNING FOR SENIORS, INC..
