Fullerton Tool 401(k) match, vesting and fees
What Fullerton Tool's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Yeo & Yeo, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Fullerton Tool: employer contribution per participant | $1,968 | |
| Peer median | $1,847 |
| Fullerton Tool: average balance | $112,008 | |
| Peer median | $65,512 |
| Fullerton Tool: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.8M at the end of plan year 2021 to $24.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 219 | $24.1M | $423K | $1,968 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 223 | $19.8M | $322K | $1,450 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 204 | $17M | $297K | $1,470 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 184 | $19.8M | $272K | $1,496 | 0.03% | Not published | Form 5500 ↗ |
Other Fullerton Tool plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Fullerton Tool Company, Inc. Hourly Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Fullerton Tool Company, Inc. Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Fullerton Tool match 401(k) contributions?
The match terms for the Fullerton Tool Co Inc 401k have not been published from its filing yet. The plan year 2024 filing reports $423K in employer contributions, about $1,968 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fullerton Tool 401(k) match vested?
The vesting schedule for the Fullerton Tool Co Inc 401k is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fullerton Tool 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Fullerton Tool Company, Inc..
I left Fullerton Tool. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fullerton Tool Company, Inc., (989) 799-4550) or the recordkeeper, Newport Group, Inc.. The Fullerton Tool old 401(k) page lists the contacts from every plan filing. Find an old Fullerton Tool 401(k)
Data from the public Form 5500 annual reports Fullerton Tool filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Fullerton Tool. Not financial advice. Report a correction · Methodology