How big is The Ultimate Client Experience's plan?

The Ultimate Client Experience's plan reported $1.7M in assets and 38 participants for 2024.

Original filing (PDF)20250731172836NAL0013962402001

The Ultimate Client Experience

Name: The Ultimate Client Experience — The Ultimate Client, Form 5500 (2024)
Creator: The Ultimate Client Experience
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Ultimate Client Experience 401(k) Plan

401(k) retirement plan · The Ultimate Client Experience's The Ultimate Client Experience 401(k) Plan held $1.7M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Heather Stewart signed The Ultimate Client Experience's 2024 Form 5500 as plan administrator.

Heather Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Ultimate Client Experience's EIN is 20-0488921.

EIN 20-0488921

Plan number 001

Plan year 2024

ACK ID 20250731172836NAL0013962402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Ultimate Client Experience from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Ultimate Client Experience's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ULTIMATE CLIENT EXPERIENCE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score