# Ultimate Fitness Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ultimate-fitness-holdings-llc-401k-plan

> Ultimate Fitness Holdings, LLC's 401(k) plan: 388 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ultimate Fitness Holdings, LLC

- **Sponsor EIN:** 811144993

- **Sponsor Address:** 6000 BROKEN SOUND PARKWAY, BOCA RATON, FL, 33487

- **Plan Type:** 401(k)

- **Total Participants:** 388

- **Total Assets:** $15.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|388|$15.1M|$1.0M|$2.1M|

| 2023|476|$11.3M|$1.0M|$2.2M|

| 2022|497|$7.4M|$774,811|$1.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$33,169|—|$33,169|

| TEMPLETON & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [TEMPLETON & COMPANY, LLP](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,169

- **Estimated Expense Ratio:** 0.219% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$33,169|—|—|—|—|

| 2023|$22,801|—|—|—|—|

| 2022|$17,989|—|—|—|—|

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