· 2022–2024 · DOL EFAST2

Fulcrum Asset Management LLP — Fulcrum Asset, Form 5500 (2025)

Original filing (PDF)20260719173447NAL0006090771001

Fulcrum Asset Management LLP

Form 5500-SF

FILING_RECEIVED

Fulcrum Asset Management-401(k) Plan

401(k) retirement plan · Fulcrum Asset Management LLP's Fulcrum Asset Management-401(k) Plan held $159K in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

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

66

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

FULCRUM ASSET MANAGEMENT LLP

EIN

27-5287062all filings

Address

405 LEXINGTON AVE · 9TH FL · NEW YORK, NY · 10174

Phone

(207) 016-6450

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Landfund Partners Management, LLC

Landfund Partners Management 401(k) Plan

$157K · 8 participants

Cleland Woolworth Capital Group LLC

Cleland Woolworth Capital Group 401(k) Plan

$138K · 5 participants

ICM Management, LLC

ICM Management, LLC 401(k) Plan

$137K · 4 participants

Motive Partners Operating Compan

Motive UK Advisors

$127K · 1 participants

Power Innovation Partners, L.P.

Power Innovation Partners, L.P. 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.