# Ultimus Fund Solutions, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/ultimus-fund-solutions-llc-311663251-501

> Ultimus Fund Solutions, LLC's Health & Welfare plan: 1,196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ultimus Fund Solutions, LLC

- **Sponsor EIN:** 311663251

- **Sponsor Address:** 225 PICTORIA DRIVE, SUITE 450, CINCINNATI, OH, 45246

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,196

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|1,196|$0|$0|$0|

| 2024|1,102|$0|$0|$0|

| 2023|987|$0|$0|$0|

| 2022|982|$0|$0|$0|

| 2019|202|$0|$0|$0|

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