Original filing (PDF)20250718151916NAL0003323634001

ULTIMATE GRACE, LLC

Name: ULTIMATE GRACE, LLC — ULTIMATE GRACE LLC 401(K) PLAN, Form 5500 (2024)
Creator: ULTIMATE GRACE, LLC

Form 5500-SF

FILING_RECEIVED

ULTIMATE GRACE LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ULTIMATE GRACE, LLC.

Plan sponsor

Name

ULTIMATE GRACE, LLC

EIN

82-1335228

Address

PO BOX 25186 · ROCHESTER, NY · 14625

Phone

(585) 233-1044

Industry

Health Care & Social Assistancesee 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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

BLACK DOG HOME CARE LLC

BLACK DOG HOME CARE LLC 401(K) PLAN

$22K · 5 participants

NEW HORIZON CARES

$22K · 55 participants

CARDINAL HOME SERVICES LLC

CARDINAL HOME SERVICES 401(K) PLAN

$22K · 10 participants

ACASA SENIOR CARE FRANCHISING

ACASA SENIOR CARE FRANCHISING 401(K) PROFIT SHARING PLAN & TRUST

$22K · 2 participants

HUMANE CONCEPTS HEALTHCARE PRO

HUMANE CONCEPTS HEALTHCARE PRO 401(K) PROFIT SHARING PLAN & TRUST