How big is Fulcrum Methods LLC's plan?

Fulcrum Methods LLC's plan reported $371K in assets and 3 participants for 2024.

Original filing (PDF)20250721143355NAL0003425250001

Fulcrum Methods LLC

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

Form 5500-SF

FILING_RECEIVED

IT Optimizers 401(k) Profit Sharing Plan

Defined-contribution retirement plan · Fulcrum Methods LLC's IT Optimizers 401(k) Profit Sharing Plan held $371K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

Plan identifiers

Fulcrum Methods LLC's EIN is 26-1772355.

EIN 26-1772355

Plan number 001

Plan year 2024

ACK ID 20250721143355NAL0003425250001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fulcrum Methods LLC's plan includes profit-sharing.

Decision-maker contacts

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

Finding similar companies…

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