Ultimus Fund Solutions, LLC
Pennsylvania
Pennsylvania
Registered In
05/31/2012
Incorp. Date
Foreign
Registration Type
Ohio
Foreign Jurisdiction
Company Summary
Ultimus Fund Solutions, LLC in Pennsylvania was registered on 05/31/2012. It is listed at Corporation Service Company.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Ohio
- Company Type
- Foreign Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Corporation Service Company
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Financial Information for Ultimus Fund Solutions, LLC
Form 5500
ULTIMUS FUND SOLUTIONS, LLC
225 Pictoria Drive, Suite 450, Cincinnati, Oh 45246 (513) 587-3400 EIN:31-1663251 Plan Admin:David James| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameULTIMUS FUND SOLUTIONS, LLC RETIREMENT & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY859 / 1,086 Assets BOY/EOY$64,317,071 / $55,418,937 | 2022 | ULTIMUS FUND SOLUTIONS, LLC RETIREMENT & PROFIT SHARING PLAN - Plan #001 | 859 / 1,086 | $64,317,071 / $55,418,937 |
| 2022 | Plan NameULTIMUS FUND SOLUTIONS, LLC HEALTH BENEFITS PLAN Plan #501 Participants BOY/EOY766 / 0 Assets BOY/EOY$0 / $0 | 2022 | ULTIMUS FUND SOLUTIONS, LLC HEALTH BENEFITS PLAN - Plan #501 | 766 / 0 | $0 / $0 |
| 2021 | Plan NameULTIMUS FUND SOLUTIONS, LLC RETIREMENT & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY698 / 859 Assets BOY/EOY$45,156,130 / $64,317,071 | 2021 | ULTIMUS FUND SOLUTIONS, LLC RETIREMENT & PROFIT SHARING PLAN - Plan #001 | 698 / 859 | $45,156,130 / $64,317,071 |
| 2021 | Plan NameULTIMUS FUND SOLUTIONS, LLC HEALTH BENEFITS PLAN Plan #501 Participants BOY/EOY565 / 0 Assets BOY/EOY$0 / $0 | 2021 | ULTIMUS FUND SOLUTIONS, LLC HEALTH BENEFITS PLAN - Plan #501 | 565 / 0 | $0 / $0 |
| 2020 | Plan NameULTIMUS FUND SOLUTIONS, LLC RETIREMENT & PROFIT SHARING PLAN Plan #001 Participants BOY/EOY234 / 698 Assets BOY/EOY$17,503,735 / $45,156,130 | 2020 | ULTIMUS FUND SOLUTIONS, LLC RETIREMENT & PROFIT SHARING PLAN - Plan #001 | 234 / 698 | $17,503,735 / $45,156,130 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
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Ultimus Fund Solutions, LLC
Registered in New York
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Albany, NY | View Report | |
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Ultimus Fund Solutions, LLC
Registered in Ohio
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Cincinnati, OH | View Report | |
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Ultimus Fund Solutions LLC
Registered in Colorado
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Cincinnati, OH Littleton, CO | View Report | |
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Ultimus Private Fund Solutions, LLC
Registered in Colorado
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Cincinnati, OH Littleton, CO | View Report | |
|
Ultimus Fund Solutions, LLC
Registered in Florida
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Cincinnati, OH Tallahassee, FL | View Report |
The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor
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