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Original filing (PDF)20250624113148NAL0004043699001
ULTIMATE SOLUTIONS CORP.
Form 5500
FILING_RECEIVED
ULTIMATE SOLUTIONS CORP
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
64
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ULTIMATE SOLUTIONS CORP..
Plan sponsor
Name
ULTIMATE SOLUTIONS CORP.
EIN
66-0662259
Address
VILLA CARIBE 84 · VIA CRISTALINA · CAGUAS, PR · 00727
Phone
(939) 225-7866
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3C · Not intended to be qualified
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
4 pooled funds· $62K
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AM 1 CORE FIXED INCOME CLASS I ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | $55K | 88.6% |
| STATE STREET NASDAQ 100 INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | $7K | 11.4% |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | $0 | <0.1% |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | $0 | <0.1% |