How big is Ultimate Grace, LLC's plan?

Ultimate Grace, LLC's plan reported $22K in assets and 14 participants for 2024.

Original filing (PDF)20250718151916NAL0003323634001

Ultimate Grace, LLC

Name: Ultimate Grace, LLC — Ultimate Grace LLC 401(k) Plan, Form 5500 (2024)
Creator: Ultimate Grace, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ultimate Grace LLC 401(k) Plan

401(k) retirement plan · Ultimate Grace, LLC's Ultimate Grace LLC 401(k) Plan held $22K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

Marcus Bowie signed Ultimate Grace, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Ultimate Grace, LLC's EIN is 82-1335228.

EIN 82-1335228

Plan number 001

Plan year 2024

ACK ID 20250718151916NAL0003323634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ultimate Grace, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ultimate Grace, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

ULTIMATE GRACE, LLC

EIN

all filings

Address

PO BOX 25186 · ROCHESTER, NY · 14625

Phone

(585) 233-1044

Industry

Health Care & Social Assistance

Plan administrator