How big is Utility Financial Solutions LLC's plan?

Utility Financial Solutions LLC's plan reported $4.6M in assets and 9 participants for 2024.

Original filing (PDF)20251006204850NAL0010232018001

Utility Financial Solutions LLC

Name: Utility Financial Solutions LLC — Utility Financial, Form 5500 (2024)
Creator: Utility Financial Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utility Financial Solutions LLC 401(k) Plan

401(k) retirement plan · Utility Financial Solutions LLC's Utility Financial Solutions LLC 401(k) Plan held $4.6M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Mark Beauchamp signed Utility Financial Solutions LLC's 2024 Form 5500 as plan administrator.

Mark Beauchamp — 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 Financial Solutions LLC's EIN is 20-5160845.

EIN 20-5160845

Plan number 001

Plan year 2024

ACK ID 20251006204850NAL0010232018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Utility Financial Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Utility Financial Solutions LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTILITY FINANCIAL SOLUTIONS 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