Ultimus Fund Solutions, Llc 401(k) Plan: Login, Facts & Contact Information
Ultimus Fund Solutions, Llc 401(k) Login
280 former Ultimus Fund Solutions, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Ultimus Fund Solutions, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 4, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $12.2 million went into the plan in contributions, $3.48 million of it from the employer (29%).
- $6.80 million was paid out to participants.
- Investment and other income added $10.4 million.
- Administrative expenses were $218,543, about $190 per account.
How the Ultimus Fund Solutions, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 215 | $17.5 million | $736,478 | $2.68 million |
| 2020 | 234 | $45.2 million | $1.61 million | $2.13 million |
| 2021 | 698 | $64.3 million | $2.14 million | $5.11 million |
| 2022 | 859 | $55.4 million | $2.46 million | $6.13 million |
| 2023 | 1,086 | $71.3 million | $3.02 million | $4.97 million |
| 2024 | 1,213 | $87.0 million | $3.48 million | $6.80 million |
Ultimus Fund Solutions, Llc 401(k) Contact Information
Questions about the Ultimus Fund Solutions, Llc 401(k)
Does Ultimus Fund Solutions, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.48 million, 29% of all contributions.
Does the Ultimus Fund Solutions, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Ultimus Fund Solutions, Llc 401(k) plan?
1,213 participants at the start of plan year 2024, 1,025 of them active employees, and 280 former employees who still had money in the plan.
What is the average 401(k) balance at Ultimus Fund Solutions, Llc?
About $75,545 per account: $87.0 million in plan assets across 1,151 accounts with a balance at the end of plan year 2024.
Who manages the Ultimus Fund Solutions, Llc 401(k) accounts?
PENSION CORPORATION OF AMERICA is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Ultimus Fund Solutions, Llc. How do I access my 401(k)?
Your account stays with PENSION CORPORATION OF AMERICA after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.