How big is Steve R Utley's plan?

Steve R Utley's plan reported $10K in assets and 1 participants for 2024.

Original filing (PDF)20250421104409NAL0002893169001

Steve R Utley

Name: Steve R Utley — Stephen R Utley 401(k) Profit, Form 5500 (2024)
Creator: Steve R Utley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen R Utley 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Steve R Utley's Stephen R Utley 401(k) Profit Sharing Plan & Trust held $10K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Edward Rojas signed Steve R Utley's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Steve R Utley's EIN is 20-3916393.

EIN 20-3916393

Plan number 001

Plan year 2024

ACK ID 20250421104409NAL0002893169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steve R Utley from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steve R Utley's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVE R UTLEY.

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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

Helping the score