Ultimate Care, Inc. Retirement Plan And Trust
Sponsored by Ultimate Care, Inc. · EIN 112843538 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 3,246
- With balances
- 7,581
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Quint Capital Corporation CRD 26586 | deterministic · 100% | 2024 |
| Cornerstone Investment Partners, Llc CRD 111753 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Trustee (institutional), Investment advisory (participants), Investment advisory (plan) | $90,860 |
| Gelman Pension Consulting, Inc. | Recordkeeping, Consulting (pension), Investment advisory (participants) | $15,281 |
| Quint Capital Corporation | Investment advisory (participants), Investment advisory (plan) | $0 |
| Cornerstone Investments | Investment advisory (participants), Investment advisory (plan) | $0 |