How big is Fulcrum Concepts, LLC's plan?

Fulcrum Concepts, LLC's plan reported $6.7M in assets and 88 participants for 2024.

Original filing (PDF)20250802155756NAL0018432130001

Fulcrum Concepts, LLC

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

Form 5500-SF

FILING_RECEIVED

Fulcrum Concepts, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Fulcrum Concepts, LLC's Fulcrum Concepts, LLC 401(k) Profit Sharing Plan held $6.7M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

Teresa Rinderer signed Fulcrum Concepts, LLC's 2024 Form 5500 as plan administrator.

Teresa Rinderer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fulcrum Concepts, LLC's EIN is 80-0286730.

EIN 80-0286730

Plan number 001

Plan year 2024

ACK ID 20250802155756NAL0018432130001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fulcrum Concepts, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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