How big is Fulcrum Technology Solutions, LLC's plan?

Fulcrum Technology Solutions, LLC's plan reported $7.0M in assets and 140 participants for 2024.

Original filing (PDF)20251001232750NAL0018455891001

Fulcrum Technology Solutions, LLC

Name: Fulcrum Technology Solutions, LLC — Fulcrum Technolo, Form 5500 (2024)
Creator: Fulcrum Technology Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fulcrum Technology Solutions, LLC 401(k) Plan

401(k) retirement plan · Fulcrum Technology Solutions, LLC's Fulcrum Technology Solutions, LLC 401(k) Plan held $7.0M in plan assets for 140 participants in 2024.

Signals · 1

No auditor on file

Active participants

140

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Fulcrum Technology Solutions, LLC's EIN is 20-8029899.

EIN 20-8029899

Plan number 001

Plan year 2024

ACK ID 20251001232750NAL0018455891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fulcrum Technology Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fulcrum Technology Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score