· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FULCRUM RESEARCH GROUP, LLC — FULCRUM RESEARCH GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230908121744NAL0034373394001
FULCRUM RESEARCH GROUP, LLC
Form 5500-SF
FILING_RECEIVED
FULCRUM RESEARCH GROUP, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
66
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FULCRUM RESEARCH GROUP, LLC
.
Find decision makers
Plan sponsor
Name
FULCRUM RESEARCH GROUP, LLC
EIN
27-2446573
Address
200 WEST STREET, 1ST FLOOR WEST · WALTHAM, MA · 02451
Phone
(781) 209-5327
Industry
Professional & Technical Services
see all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
BOOSTABILITY PARENT, INC.
BOOSTABILITY 401(K) PLAN
$6.1M · 160 participants
ELECTRIFAI OPCO LLC DBA DAITRIX
THE DAITRIX 401K PLAN
$6.1M · 29 participants
EDGE RESEARCH, INC.
EDGE RESEARCH 401(K) PLAN
$6.1M · 18 participants
BLUE HILL MARKETING SOLUTIONS, INC. DBA LIFTENGINE
BLUE HILL MARKETING SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST
$6.2M · 32 participants
THE DIERINGER RESEARCH GROUP, INC.
THE DRG RETIREMENT PLAN
$6.1M · 67 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SEALANE MARKETING LLC
SEALANE MARKETING LLC EMPLOYEE 401(K) AND PROFIT SHARING PLAN
$6.1M · 76 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
