How big is Ullmann Financial Group's plan?

Ullmann Financial Group's plan reported $4.1M in assets and 13 participants for 2024.

Original filing (PDF)20250923171133NAL0009539522001

Ullmann Financial Group

Name: Ullmann Financial Group — Ullmann Wealth Partners, Form 5500 (2024)
Creator: Ullmann Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ullmann Wealth Partners

401(k) retirement plan · Ullmann Financial Group's Ullmann Wealth Partners held $4.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Kevin Cheezum signed Ullmann Financial Group's 2024 Form 5500 as plan administrator.

Kevin Cheezum — 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

Ullmann Financial Group's EIN is 87-3459938.

EIN 87-3459938

Plan number 001

Plan year 2024

ACK ID 20250923171133NAL0009539522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ullmann Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ullmann Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ULLMANN FINANCIAL GROUP.

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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