Form 5500 Search

ULTRA FINANCIAL PARTNERS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
3,856
Total plan assets
$413.7M
Filings (rows)
1
Direct comp
$9K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
NORTHERN ARIZONA HEALTHCARE CORP.
NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN
FLAGSTAFF, AZ
Advisor / Consultant
INVESTMENT ADVISOR
3,856$413.7M$9K
ULTRA FINANCIAL PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search