Plan Snapshot
- Plan Sponsor: Fulcrum Therapeutics, INC.
- Sponsor EIN: 474839948
- Sponsor Address: 26 LANDSDOWNE STREET, CAMBRIDGE, MA, 02139
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 49 | $10.0M | $634,140 | $1.5M |
| 2023 | 84 | $7.4M | $700,180 | $1.6M |
| 2022 | 94 | $4.9M | $784,202 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $24,913 | $21,583 | $3,330 | — | — |
| 2023 | $14,996 | $14,306 | $690 | — | — |
| 2022 | $10,286 | — | — | — | — |