Ultradent Products, Inc. 401(k) Plan
Sponsored by Ultradent Products, Inc. · EIN 870336957 · Plan #001 · South Jordan, UT
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 1,341
- With balances
- 1,348
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $192,629 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $34,824 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $27,693 |