Employer plans run by Fulton Financial Advisors
Fulton Financial Advisors is the recordkeeper or administrator on the latest annual report of 3 active retirement plans at the large employers on this site, covering 4,056 participants.
Plans
| Employer | Plan | Participants |
|---|---|---|
| Clair Global Corporation | Clair Global Corporation 401(k) Plan | 1,592 |
| Community Services Group, Inc. | Community Services Group 401(k) Retirement Plan | 1,399 |
| Allies Inc. | Allies, Inc. 401(k) Plan | 1,065 |
What these numbers are
- They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
- Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
- The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
- We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.
Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.