How big is Utopia Management Inc.'s plan?

Utopia Management Inc.'s plan reported $718K in assets and 156 participants for 2024.

Original filing (PDF)20250718152053NAL0003326962001

Utopia Management Inc.

Name: Utopia Management Inc. — Utopia Management Inc., Form 5500 (2024)
Creator: Utopia Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utopia Management Inc. 401(k) Plan

401(k) retirement plan · Utopia Management Inc.'s Utopia Management Inc. 401(k) Plan held $718K in plan assets for 156 participants in 2024.

Signals · 1

No auditor on file

Active participants

156

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

People on this filing

Marcus Bowie signed Utopia Management Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Utopia Management Inc.'s EIN is 33-0637223.

EIN 33-0637223

Plan number 001

Plan year 2024

ACK ID 20250718152053NAL0003326962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Utopia Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Utopia Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTOPIA MANAGEMENT INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score