Ultimus Fund Solutions, LLC (EIN 31-1663251) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $87.0M in plan assets and 2,127 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan | 001 | 1,025 | $87.0M |
| Ultimus Fund Solutions, LLC Health Benefits Plan | 501 | 1,102 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
31-1663251 is the Employer Identification Number (EIN) Ultimus Fund Solutions, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
