Original filing (PDF)20250825091259NAL0007438977001

BATES UTILITY COMPANY, INC.

Name: BATES UTILITY COMPANY, INC. — BATES UTILITY COMPANY 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: BATES UTILITY COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

BATES UTILITY COMPANY 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BATES UTILITY COMPANY, INC..

Plan sponsor

Name

BATES UTILITY COMPANY, INC.

EIN

43-1137878

Address

841 WESTWOOD INDUSTRIAL PARK DRIVE · WELDON SPRING, MO · 63304

Phone

(636) 939-5628

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-08-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

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 providers

Related plans

Similar-size Construction plans

HARMON CONCRETE & CONSTRUCTION, INC.

HARMON CONCRETE & CONSTRUCTION, INC. PREVAILING WAGE PENSION PLAN

$3.8M · 21 participants

B & M BUILDERS, INC.

THE CONTRACTORS RETIREMENT PLAN

$3.8M · 155 participants

BASIN ENTERPRISES, INC.

OUTBACK/BASIN 401(K) PLAN

$3.8M · 42 participants

PRIME, TACK & SEAL CO.

PRIME, TACK & SEAL CO. PROFIT SHARING PLAN AND TRUST

$3.8M · 2 participants

CDI, LLC

CDI, LLC 401(K) PLAN

$3.8M · 117 participants