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Original filing (PDF)20231003112311NAL0012325779001
UTILITY RESOURCE GROUP, LLC
Form 5500
FILING_RECEIVED
UTILITY RESOURCE GROUP EMPLOYEE 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.9 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
13 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
92
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
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 RESOURCE GROUP, LLC.
Plan sponsor
Name
UTILITY RESOURCE GROUP, LLC
EIN
45-0557275
Address
550 STEPHENSON HWY · SUITE 410 · TROY, MI · 480831109
Phone
(248) 430-6268
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-09-20
Filed
2023-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCHREIBER ADVISORS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
Investments
13 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HY 2050 CIT Z45 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $0 | — |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK RUSS 2000 IDX CL R WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | $0 | — |
| MYWAYRTMT IDX 2030 FUND WILMINGTON TRUST, N.A. · EIN 38-4065294 / PN 378 | Common Collective Trust | $0 | — |
| MYWAYRTMT IDX 2040 FUND WILMINGTON TRUST, N.A. · EIN 38-4065295 / PN 379 | Common Collective Trust | $0 | — |
| MYWAYRTMT IDX 2060 FUND WILMINGTON TRUST, N.A. · EIN 38-4065297 / PN 381 | Common Collective Trust | $0 | — |
| MYWAYRTMT IDX 2050 FUND WILMINGTON TRUST, N.A. · EIN 38-4065307 / PN 391 | Common Collective Trust | $0 | — |
| MYWAYRTMT IDX RETIREMENT FD WILMINGTON TRUST, N.A. · EIN 38-4065298 / PN 382 | Common Collective Trust | $0 | — |
| MYWAYRTMT IDX 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4065299 / PN 382 | Common Collective Trust | $0 | — |
| MYWAYRTMT IDX 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4065300 / PN 384 | Common Collective Trust | $0 | — |
| MYWAYRTMT IDX 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4065301 / PN 385 | Common Collective Trust | $0 | — |
| MYWAYRTMT IDX 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4065302 / PN 386 | Common Collective Trust | $0 | — |
| MYWAYRTMT IDX 2065 FUND WILMINGTON TRUST, N.A. · EIN 38-4139859 / PN 636 | Common Collective Trust | $0 | — |
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