Original filing (PDF)20250709080849NAL0012633874001

UTICA NEIGHBORHOOD HOUSING SER

Name: UTICA NEIGHBORHOOD HOUSING SER — UTICA NEIGHBORHOOD HOUSING SERVICE, INC., Form 5500 (2024)
Creator: UTICA NEIGHBORHOOD HOUSING SER

Form 5500-SF

FILING_RECEIVED

UTICA NEIGHBORHOOD HOUSING SERVICE, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UTICA NEIGHBORHOOD HOUSING SER.

Plan sponsor

Name

UTICA NEIGHBORHOOD HOUSING SER

EIN

16-1137874

Address

1611 GENESEE ST · UTICA, NY · 135014737

Phone

(315) 724-4197

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

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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