Back to filter
Original filing (PDF)20250630153236NAL0006660835001
UTILITY EMERGENCY SERVICES FUND (UESF)
Form 5500-SF
FILING_RECEIVED
UESF 401(K) PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
57
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UTILITY EMERGENCY SERVICES FUND (UESF).
Plan sponsor
Name
UTILITY EMERGENCY SERVICES FUND (UESF)
EIN
23-2227461
Address
1608 WALNUT ST., SUITE 600 · PHILADELPHIA, PA · 19103
Phone
(215) 972-5170
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
ROCK RIVER VALLEY SELF HELP ENTERPRISES, INC.
SELF HELP ENTERPRISES RETIREMENT PLAN
$1.1M · 27 participants
PICKENS CO. COMMUNITY ACTION COMMUNITY ACTION COMMITTEE AND COMMUNITY
EMPLOYEE BENEFIT PLAN OF PICKENS CO. COMMUNITY ACTION COMMITTEE AND COMMUNITY DEVELOPMENT CORP.
$1.1M · 45 participants
GREAT LAKES COLLEGES ASSOCIATION
GREAT LAKES COLLEGES ASSOCIATION 403(B) TDA PLAN
$1.1M · 5 participants
GIRL SCOUTS OF NEW MEXICO TRAI
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF NEW MEXICO TRAILS, INC.
$1.1M · 13 participants
DIGITAL HARBOR FOUNDATION INC
DIGITAL HARBOR FOUNDATION INC
$1.1M · 55 participants
HEMOPHILIA FOUNDATION OF MICHIGAN
403(B) THRIFT PLAN OF HEMOPHILIA FOUNDATION OF MICHIGAN
$1.1M · 17 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B