Ultra Health LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ultra Health LLC
  • Sponsor EIN: 811665429
  • Sponsor Address: 36 PEMBERTON COVE, JACKSON, TN, 38305
  • Plan Type: 401(k)
  • Total Participants: 60
  • Total Assets: $1.5M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202460$1.5M$49,720$315,408
202384$1.1M$27,932$214,653
202261$705,193$34,666$163,343

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