How big is Fullerton Financial Holdings, LLC's plan?

Fullerton Financial Holdings, LLC's plan reported $448K in assets and 19 participants for 2024.

Original filing (PDF)20251003112308NAL0002175168001

Fullerton Financial Holdings, LLC

Name: Fullerton Financial Holdings, LLC — Fullerton, Form 5500 (2024)
Creator: Fullerton Financial Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fullerton Financial Planning Cash Balance Plan

Defined-benefit pension plan · Fullerton Financial Holdings, LLC's Fullerton Financial Planning Cash Balance Plan held $448K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$448K

Net assets (EOY)

$448K

Plan identifiers

Fullerton Financial Holdings, LLC's EIN is 92-2649614.

EIN 92-2649614

Plan number 003

Plan year 2024

ACK ID 20251003112308NAL0002175168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fullerton Financial Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fullerton Financial Holdings, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FULLERTON FINANCIAL HOLDINGS, LLC.

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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 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