Plan Ledger DOL Form 5500 · updated monthly

Fulcrum Digital, Inc.401(k)

FULCRUM DIGITAL, INC. 401K PLAN · NY, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

Fulcrum Digital, Inc. reported $805 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (4,791st of 5,648), and 10,363rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$3,476,778
Participants with balances157
Active participants68
Employer contributions—
Employee contributions$463,684
Employer contribution per active participant—
Average account balance$22,145
Benefits paid to participants$202,603
Plan auditUnmodified (clean) audit opinion
AuditorKNAV LLP
Plan history2
Yearassets · accounts · employer contribution
2024$3.5M · 157 accts
2022$1.9M · 132 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$805
Total administrative$805
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$805
ADP BROKER-DEALER · Other servicesindirect comp
NEW YORK LIFE INSURANCE · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$805 · 0.03%
2022Not separately reported
All plans at this employer2
FULCRUM DIGITAL, INC. 401K PLAN401(k)
FULCRUM DIGITAL, INC. 401K PLAN401(k)
Similar plansProfessional & Technical Services · New York
Nogin Commerce, LLC NY$3.5M · 0.91%
User Interviews, Inc. NY$3.4M · 0.11%
Insite Security Inc NY$3.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271677129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.