Original filing (PDF)20241014073223NAL0014601811001

UTICA CUTLERY COMPANY

Name: UTICA CUTLERY COMPANY — THE UTICA CUTLERY COMPANY PENSION PLAN AND TRUST, Form 5500 (2023)
Creator: UTICA CUTLERY COMPANY

Form 5500

FILING_RECEIVED

THE UTICA CUTLERY COMPANY PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTICA CUTLERY COMPANY.

Plan sponsor

Name

UTICA CUTLERY COMPANY

EIN

15-0476460

Address

PO BOX 10527 · 820 NOYES STREET · UTICA, NY · 135031527

Phone

(315) 733-4663

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

1B · Flat-dollar DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

GROSSMAN ST.AMOUR CPAS, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROYAL ALLIANCE ASSOCIATES, INC.	93-0987232	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$4K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.