Original filing (PDF)20230821091427NAL0006258176001

UTICA GENERAL TRUCK CO., INC

Name: UTICA GENERAL TRUCK CO., INC — UTICA GENERAL TRUCK CO., INC 401(K) PLAN, Form 5500 (2022)
Creator: UTICA GENERAL TRUCK CO., INC

Form 5500-SF

FILING_RECEIVED

UTICA GENERAL TRUCK CO., INC 401(K) PLAN

401(k) retirement plan

Active participants

100

Accounts w/ balance

113

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

UTICA GENERAL TRUCK CO., INC

EIN

15-0476680

Address

5636 HORATIO ST · UTICA, NY · 13502

Phone

(315) 732-4300

Industry

Retail Tradesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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