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Sponsor portfolio

ULTIMATE ADVENTURES, INC.

EIN 91-1732820-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
2
$736K assets
Welfare
0
Participants
4
4580 KLAHANIE DR. SE, PMB 211 - SAMMAMISH, WA 98029425-222-4060
Plans on this EIN
2 filings
#002CashBalance-$645K - 2 part#001ProfitSharing-$91K - 2 part

Retirement portfolio analytics

2 plans aggregated / $736K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • CASH BALANCE PLAN (#002)88%
  • PROFIT SHARING PLAN (#001)12%
Total $736KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • PROFIT SHARING PLAN (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ULTIMATE ADVENTURES, INC. CASH BALANCE PLAN

CashBalance

Assets$645K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ULTIMATE ADVENTURES, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$91K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ULTIMATE ADVENTURES, INC. CASH BALANCE PLANCashBalance$645K22024
001ULTIMATE ADVENTURES, INC. PROFIT SHARING PLANProfitSharing$91K22024
Retirement plans
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