Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UTAH BUSINESS CONSULTANTS
EIN 73-1625907venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$822K assets
Welfare
0
Participants
6
2360 BURLEY CIRCLE - SOUTH JORDAN, UT 84095801-424-6300ubcutah.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $822K assets / 6 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#001
UTAH BUSINESS CONSULTANTS 401(K) PLAN
401k
Assets$819K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UTAH BUSINESS CONSULTANTS CASH BALANCE PLAN
CashBalance
Assets$3K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UTAH BUSINESS CONSULTANTS 401(K) PLAN | 401k | $819K | 3 | 2025 | |
| 002 | UTAH BUSINESS CONSULTANTS CASH BALANCE PLAN | CashBalance | $3K | 3 | 2024 |
Retirement plans