# Ultimus, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ultimus-inc-401k-plan

> Ultimus, INC.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ultimus, INC.

- **Sponsor EIN:** 561892015

- **Sponsor Address:** 1135 KILDAIRE FARM RD., CARY, NC, 27511

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

- **Total Participants:** 4

- **Total Assets:** $1.2M

## 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|4|$1.2M|$0|$15,965|

| 2023|7|$1.5M|$0|$8,350|

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