Vicky LEVY signed Fulcrum Digital, Inc.'s 2024 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 2024 Form 5500 (PDF) for Fulcrum Digital, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 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, INC. | 13-3036745 | — | RECORD KEEPER | $805 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW YORK LIFE INSURANCE | 56-3592504 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JANUS HENDERSON FORTY FUND - S | Registered Investment Companies | — | — | $856K | 24.6% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $783K | 22.5% | |
| AM FNDS U.S. GOVT SEC FND - R3 | Registered Investment Companies | — | — | $365K | 10.5% | |
| INVESCO SMALL CAP VALUE A | Registered Investment Companies | — | — | $149K | 4.3% | |
| BLACKROCK LPD 2065 INV A 88 REGISTERED INVESTMENT COMPANY BLACKROCK LPD 2060 INV A 96 REGISTERED INVESTMENT COMPANY FIDELITY ADVISOR VALUE STRAT A | Registered Investment Companies | — | — | $148K | 4.3% | |
| ALGER SMALL CAP FOCUS I | Registered Investment Companies | — | — | $133K | 3.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $121K | 3.5% | |
| VICTORY RS GLOBAL A | Registered Investment Companies | — | — | $116K | 3.3% | |
| MFS GLOBAL GROWTH R3 | Registered Investment Companies | — | — | $113K | 3.2% | |
| NEU LARGE CAP VALUE FUND - A | Registered Investment Companies | — | — | $106K | 3.1% | |
| ALLSPRING DISC US CORE A | Registered Investment Companies | — | — | $106K | 3.0% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $89K | 2.6% | |
| BLACKROCK LIFEPATH 2030 A 163 REGISTERED INVESTMENT COMPANY GS MID CAP VALUE FUND - A | Registered Investment Companies | — | — | $84K | 2.4% | |
| ALGER GROWTH AND INCOME A | Registered Investment Companies | — | — | $80K | 2.3% | |
| PUTNAM ASSET ALLOC BAL A | Registered Investment Companies | — | — | $62K | 1.8% | |
| FIDELITY ADV STRAT INC A | Registered Investment Companies | — | — | $50K | 1.4% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $43K | 1.3% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $39K | 1.1% | |
| NEUBERGER BERMAN GENESIS - ADV | Registered Investment Companies | — | — | $14K | 0.4% | |
| BLACKROCK LIFEPATH 2045 INV A | Registered Investment Companies | — | — | $7K | 0.2% | |
| BLACKROCK LIFEPATH 2050 A | Registered Investment Companies | — | — | $1K | <0.1% | |
| BLACKROCK LIFEPATH 2055 A | Registered Investment Companies | — | — | $1K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $0 |
| — |
