How big is Utility Asset Management Inc.'s plan?

Utility Asset Management Inc.'s plan reported $315K in assets and 18 participants for 2024.

Original filing (PDF)20251006115406NAL0003595553001

Utility Asset Management Inc.

Name: Utility Asset Management Inc. — Utility Asset, Form 5500 (2024)
Creator: Utility Asset Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utility Asset Management

401(k) retirement plan · Utility Asset Management Inc.'s Utility Asset Management held $315K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$315K

Net assets (EOY)

$315K

People on this filing

KIM Patton signed Utility Asset Management Inc.'s 2024 Form 5500 as plan administrator.

KIM Patton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Utility Asset Management Inc.'s EIN is 20-3902427.

EIN 20-3902427

Plan number 001

Plan year 2024

ACK ID 20251006115406NAL0003595553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Utility Asset Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Utility Asset Management Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTILITY ASSET MANAGEMENT INC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off