How big is Fulcrumpro, Inc.'s plan?

Fulcrumpro, Inc.'s plan reported $5.7M in assets and 61 participants for 2024.

Original filing (PDF)20250904142330NAL0009782371001

Fulcrumpro, Inc.

Name: Fulcrumpro, Inc. — Fulcrumpro, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Fulcrumpro, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fulcrumpro, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Fulcrumpro, Inc.'s Fulcrumpro, Inc. 401(k) Profit Sharing Plan and Trust held $5.7M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Ashley Schwartz signed Fulcrumpro, Inc.'s 2024 Form 5500 as plan administrator.

Ashley Schwartz — 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

Fulcrumpro, Inc.'s EIN is 85-2033101.

EIN 85-2033101

Plan number 001

Plan year 2024

ACK ID 20250904142330NAL0009782371001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fulcrumpro, Inc.'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 FULCRUMPRO, INC..

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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