AUMdb

Ultragenyx Pharmaceutical Inc. 401(k) Plan And Trust

Sponsored by Ultragenyx Pharmaceutical Inc. · EIN 272546083 · Plan #001

Total assets
$218M
Net assets
$218M
Active participants
1,082
With balances
1,423

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $76,940
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $36,436