OpenERISA

Ultimus Fund Solutions, LLC

Cincinnati, OH, 452461617

EIN 31-1663251
Plans
2
Total participants
8,703
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan1,025
2024Form 5500501Ultimus Fund Solutions, LLC Health Benefits Plan1,102
2023Form 5500001Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan928
2023Form 5500501Ultimus Fund Solutions, LLC Health Benefits Plan987
2022Form 5500001Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan787
2022Form 5500501Ultimus Fund Solutions, LLC Health Benefits Plan154
2022Form 5500501Ultimus Fund Solutions, LLC Health Benefits Plan202
2022Form 5500501Ultimus Fund Solutions, LLC Health Benefits Plan982
2021Form 5500001Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan642
2021Form 5500501Ultimus Fund Solutions, LLC Health Benefits Plan766
2020Form 5500001Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan608
2020Form 5500501Ultimus Fund Solutions, LLC Health Benefits Plan520

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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