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Original filing (PDF)20251013092217NAL0000414547001
UTILITY DATA CONTRACTORS, LLC
Form 5500
FILING_RECEIVED
UDC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
393
Accounts w/ balance
359
Plan assets (EOY)
$22.8M
Net assets (EOY)
$22.8M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UTILITY DATA CONTRACTORS, LLC.
Plan sponsor
Name
UTILITY DATA CONTRACTORS, LLC
EIN
20-2978937
Address
82 INVERNESS DRIVE E, SUITE A1 · ENGLEWOOD, CO · 80112
Phone
(720) 733-8862
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SVA CERTIFIED ACCOUNTANTS SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY INC | — | PLYMOUTH, IN | TPA | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
35 direct securities · 1 pooled fund· $44.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$22.4M
35 holdings
Pooled Separate Account
$21.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCT D 811359 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $21.8M | 95.5% | |
| Vanguard 500 Index Fund - Admiral Shares N/A | — | — | — | $2.7M | 11.7% | |
| American Funds Growth and Income Portfolio N/A | — | — | — | $1.9M | 8.3% | |
| JPMorgan Large Cap Growth Fund - Class R6 Shares N/A | — | — | — | $1.8M | 8.1% | |
| T Rowe Price Retirement 2030 Fund - I Class N/A | — | — | — | $1.7M | 7.3% | |
| T Rowe Price Retirement 2040 Fund - I Class N/A | — | — | — | $1.4M | 6.3% | |
| T Rowe Price Retirement 2050 Fund - I Class N/A | — | — | — | $1.2M | 5.3% | |
| Vanguard Windsor II Fund - Admiral Shares N/A | — | — | — | $1.2M | 5.1% | |
| Voya T Rowe Price Capital Appreciation Portfolio N/A | — | — | — | $1.1M | 4.9% | |
| Voya Fixed Account N/A | — | — | — | $807K | 3.5% | |
| American Funds EuroPacific Growth Fund N/A | — | — | — | $804K | 3.5% | |
| T Rowe Price Retirement 2035 Fund - I Class N/A | — | — | — | $659K | 2.9% | |
| American Funds Fundamental Investors N/A | — | — | — | $644K | 2.8% | |
| T Rowe Price Retirement 2055 Fund - I Class N/A | — | — | — | $570K | 2.5% | |
| American Funds The New World Fund N/A | — | — | — | $476K | 2.1% | |
| T Rowe Price Retirement 2060 Fund - I Class N/A | — | — | — | $467K | 2.0% | |
| Voya GV Money Market F A (Hld Acct) N/A 235 * iShares MSCI EAFE International Index Fund - Class K Shares N/A | — | — | — | $464K | 2.0% | |
| PIMCO Income Fund - Institutional Class N/A | — | — | — | $442K | 1.9% | |
| American Funds Moderate Growth and Income Portfolio N/A | — | — | — | $419K | 1.8% | |
| Vanguard Mid-Cap Index Fund - Admiral Shares N/A | — | — | — | $408K | 1.8% | |
| Dodge & Cox Income Fund - Class X N/A | — | — | — | $406K | 1.8% | |
| Vanguard Strategic Small-Cap Equity Fund - Investor Shares N/A | — | — | — | $392K | 1.7% | |
| T Rowe Price Retirement 2045 Fund - I Class N/A | — | — | — | $321K | 1.4% | |
| Fidelity Mid Cap Growth Index Fund N/A | — | — | — | $310K | 1.4% | |
| DFA U.S. Targeted Value Portfolio N/A | — | — | — | $286K | 1.3% | |
| Cohen & Steers Institutional Realty Shares, Inc. N/A | — | — | — | $251K | 1.1% | |
| Dodge & Cox Global Bond Fund - Class X N/A | — | — | — | $221K | 1.0% | |
| DFA Inflation Protected Securities Portfolio N/A | — | — | — | $190K | 0.8% | |
| Participant Loans (4.25% to 9.5%) -0- | — | — | — | $180K | 0.8% | |
| T Rowe Price Retirement 2065 Fund - I Class N/A | — | — | — | $148K | 0.6% | |
| Vanguard Explorer Fund - Admiral Shares N/A | — | — | — | $137K | 0.6% | |
| T Rowe Price Retirement 2025 Fund - I Class N/A | — | — | — | $122K | 0.5% | |
| T Rowe Price Retirement 2020 Fund - I Class N/A | — | — | — | $94K | 0.4% | |
| American Funds Conservative Growth and Income Portfolio N/A | — | — | — | $90K | 0.4% | |
| American Funds New Perspective N/A | — | — | — | $34K | 0.2% | |
| T Rowe Price Retirement 2005 Fund - I Class N/A | — | — | — | $33K | 0.1% |