Ultimus Fund Solutions, Llc Retirement & Profit Sharing Plan
Sponsored by Ultimus Fund Solutions, Llc · EIN 311663251 · Plan #001
- Total assets
- $87.0M
- Net assets
- $87.0M
- Active participants
- 1,025
- With balances
- 1,151
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pca Investment Advisory Services | Investment advisory (plan) | $141,014 |
| Pension Corporation Of America | Contract administrator, Recordkeeping, Participant loan processing | $58,643 |
| Cassady Schiller & Associates, Inc. | Accounting, Direct payment from the plan | $18,886 |