How big is Fulcrum Group LLC's plan?

Fulcrum Group LLC's plan reported $143K in assets and 4 participants for 2025.

Original filing (PDF)20260424083553NAL0012457618001

Fulcrum Group LLC

Name: Fulcrum Group LLC — Fulcrum Group LLC 401(k) Profit, Form 5500 (2025)
Creator: Fulcrum Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fulcrum Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Fulcrum Group LLC's Fulcrum Group LLC 401(k) Profit Sharing Plan & Trust held $143K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

Plan identifiers

Fulcrum Group LLC's EIN is 84-2718296.

EIN 84-2718296

Plan number 001

Plan year 2025

ACK ID 20260424083553NAL0012457618001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fulcrum Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fulcrum Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 GROUP 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