AUMdb

Fulcrum Digital, Inc. 401 K Plan

Sponsored by Fulcrum Digital, Inc. · EIN 271677129 · Plan #002

Total assets
$3.5M
Net assets
$3.5M
Active participants
68
With balances
157

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $805
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
New York Life Insurance Other services, Other fees $0