Monica Czekaj signed Fulcrum Digital, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fulcrum Digital, Inc.'s EIN is 27-1677129.
Download the official 2023 Form 5500 (PDF) for Fulcrum Digital, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Fulcrum Digital, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| party value Amount ($) JANUS HENDERSON FORTY FUND - S Mutual Fund | Mutual Funds | — | — | $572K | 20.9% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $549K | 20.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $275K | 10.1% | |
| T. ROWE PRICE MID-CAP VALUE -R Mutual Fund | Other securities | — | — | $133K | 4.9% | |
| VIRTUS NFJ SC VALUE A Mutual Fund | Other securities | — | — | $120K | 4.4% | |
| ALGER SMALL CAP GROWTH INSTL-I Mutual Fund | Other securities | — | — | $111K | 4.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $96K | 3.5% | |
| GEORGE PUTNAM BALANCED M Mutual Fund | Mutual Funds | — | — | $93K | 3.4% | |
| TEMPLETON GROWTH - R Mutual Fund | Mutual Funds | — | — | $91K | 3.3% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $89K | 3.3% | |
| AB SUSTAIN GLB THEMATIC GR A Mutual Fund | Other securities | — | — | $89K | 3.3% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $88K | 3.2% | |
| NEUBERGER BERMAN LGCAP VAL ADV Mutual Fund | Other securities | — | — | $82K | 3.0% | |
| AMC DISCIPLINED CORE VALUE A Mutual Fund | Other securities | — | — | $77K | 2.8% | |
| FIDELITY ADV EQUITY INCOME - M Mutual Fund | Mutual Funds | — | — | $74K | 2.7% | |
| VICTORY RS VALUE A Mutual Fund | Other securities | — | — | $68K | 2.5% | |
| DWS TOTAL RETURN BOND A Mutual Fund | Other securities | — | — | $58K | 2.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $48K | 1.8% | |
| Loan notes 10.50%, with various maturities | Bonds / Notes | — | — | $11K | 0.4% | |
| DWS SMALL CAP GROWTH A Mutual Fund | Other securities | — | — | $10K | 0.4% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
