How big is Ullrich Delevati CPAS' plan?

Ullrich Delevati CPAS' plan reported $1.9M in assets and 12 participants for 2024.

Original filing (PDF)20251007114144NAL0011406818001

Ullrich Delevati CPAS

Name: Ullrich Delevati CPAS — Ullrich Delevati CPAS 401(k), Form 5500 (2024)
Creator: Ullrich Delevati CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ullrich Delevati CPAS 401(k) Profit Sharing Plan

401(k) retirement plan · Ullrich Delevati CPAS' Ullrich Delevati CPAS 401(k) Profit Sharing Plan held $1.9M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Marcus Ullrich signed Ullrich Delevati CPAS' 2024 Form 5500 as plan administrator.

Marcus Ullrich — 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

Ullrich Delevati CPAS' EIN is 68-0204223.

EIN 68-0204223

Plan number 001

Plan year 2024

ACK ID 20251007114144NAL0011406818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ullrich Delevati CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ullrich Delevati CPAS' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ULLRICH DELEVATI CPAS.

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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