How big is Utility Consulting Group, LLC's plan?

Utility Consulting Group, LLC's plan reported $17.4M in assets and 22 participants for 2023.

Original filing (PDF)20240411114000NAL0000212371001

Utility Consulting Group, LLC

Name: Utility Consulting Group, LLC — UCG Retirement Plan, Form 5500 (2023)
Creator: Utility Consulting Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UCG Retirement Plan

401(k) retirement plan · Utility Consulting Group, LLC's UCG Retirement Plan held $17.4M in plan assets for 22 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.4M

Net assets (EOY)

$17.4M

People on this filing

David S. White signed Utility Consulting Group, LLC's 2023 Form 5500 as plan administrator.

David S. White — 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 Consulting Group, LLC's EIN is 20-4528035.

EIN 20-4528035

Plan number 001

Plan year 2023

ACK ID 20240411114000NAL0000212371001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Utility Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Utility Consulting Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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