How big is Uluru Advisors Inc.'s plan?

Uluru Advisors Inc.'s plan reported $310K in assets and 3 participants for 2024.

Original filing (PDF)20251014235228NAL0003888081001

Uluru Advisors Inc.

Name: Uluru Advisors Inc. — Uluru Advisors Inc. Cash, Form 5500 (2024)
Creator: Uluru Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uluru Advisors Inc. Cash Balance Plan

Defined-benefit pension plan · Uluru Advisors Inc.'s Uluru Advisors Inc. Cash Balance Plan held $310K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$310K

Net assets (EOY)

$310K

Plan identifiers

Uluru Advisors Inc.'s EIN is 88-3925206.

EIN 88-3925206

Plan number 002

Plan year 2024

ACK ID 20251014235228NAL0003888081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Uluru Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Uluru Advisors Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ULURU ADVISORS INC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score