Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ULTRA DISTRIBUTORS, INC.
EIN 26-1900594Retail TradeLatest filing 2024
Plans
2
Retirement
2
$516K assets
Welfare
0
Participants
17
142 BELMONT STREET UNIT 4 AND 5 - SOMERSET, NJ 088731204732-447-7061
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $516K assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ORAZEN, INC. AND ULTRA DISTRIBUTORS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$422K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ULTRA DISTRIBUTORS, INC. 401(K) PLAN
401k
Assets$95K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ORAZEN, INC. AND ULTRA DISTRIBUTORS, INC. CASH BALANCE PENSION PLAN | CashBalance | $422K | 8 | 2024 | |
| 001 | ULTRA DISTRIBUTORS, INC. 401(K) PLAN | 401k | $95K | 9 | 2024 |
Retirement plans