Utili-Serve, LLC's EIN is 26-2847595.
Download the official 2024 Form 5500 (PDF) for Utili-Serve, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Utili-Serve, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO.OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE WEALTH GROUP, LLC | 82-2502694 | — | INVESTMENT ADVISOR | $29K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $9.2M | 93.5% | |
| [Assets held in participant loans] | Other | — | — | $566K | 5.8% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D STARK COMPANY | — | HOUSTON, TX | CONTRACT ADMIN | $7K | — |
