Ultimate Care 401(k) match, vesting and fees
What Ultimate Care's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Ultimate Care: employer contribution per participant | $1,355 | |
| Peer median | $2,023 |
| Ultimate Care: average balance | $21,890 | |
| Peer median | $61,526 |
| Ultimate Care: admin expenses ÷ assets | 1.35% | |
| Peer median | 0.44% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $61K at the end of plan year 2021 to $525K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 83 | $525K | $33K | $1,355 | 1.35% | Not published | 5500-SF ↗ |
| 2023 | 79 | $376K | $28K | $1,577 | 0.48% | Not published | 5500-SF ↗ |
| 2022 | 78 | $129K | — | — | 0.21% | Not published | 5500-SF ↗ |
| 2021 | 82 | $61K | $0 | $0 | 1.55% | Not published | 5500-SF ↗ |
Other Ultimate Care plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ultimate Care, Inc. Retirement Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Gelman Pension Consulting, Inc. | Schedule C ↗ |
| Independent auditor | Fasten Halberstam LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Ultimate Care match 401(k) contributions?
The match terms for the Ultimate Care 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $33K in employer contributions, about $1,355 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ultimate Care 401(k) match vested?
The vesting schedule for the Ultimate Care 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ultimate Care 401(k)?
The filing names Ultimate Care as plan administrator; it does not list a recordkeeper.
I left Ultimate Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ultimate Care, (917) 805-0702). The Ultimate Care old 401(k) page lists the contacts from every plan filing. Find an old Ultimate Care 401(k)
Data from the public Form 5500 annual reports Ultimate Care filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ultimate Care. Not financial advice. Report a correction · Methodology