Original filing (PDF)20241108141112NAL0019178160001

UTICA CUTLERY COMPANY

Name: UTICA CUTLERY COMPANY — UTICA CUTLERY UNION 401K PLAN, Form 5500 (2023)
Creator: UTICA CUTLERY COMPANY

Form 5500-SF

FILING_RECEIVED

UTICA CUTLERY UNION 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — 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

004

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-01

Filed

2024-11-08

Pension benefit codes

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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