How big is Fulcrum Capital, LLC's plan?

Fulcrum Capital, LLC's plan reported $2.9M in assets and 10 participants for 2024.

Original filing (PDF)20250626094416NAL0021102754001

Fulcrum Capital, LLC

Name: Fulcrum Capital, LLC — Fulcrum Capital, LLC 401(k), Form 5500 (2024)
Creator: Fulcrum Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fulcrum Capital, LLC 401(k) Plan

401(k) retirement plan · Fulcrum Capital, LLC's Fulcrum Capital, LLC 401(k) Plan held $2.9M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Deborah MALM signed Fulcrum Capital, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fulcrum Capital, LLC's EIN is 26-1277028.

EIN 26-1277028

Plan number 001

Plan year 2024

ACK ID 20250626094416NAL0021102754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fulcrum Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CAPITAL, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score