How big is Utter Associates, Inc.'s plan?

Utter Associates, Inc.'s plan reported $715K in assets and 20 participants for 2024.

Original filing (PDF)20251010175259NAL0008556001001

Utter Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Utter Associates, Inc. 401(k) Plan

401(k) retirement plan · Utter Associates, Inc.'s Utter Associates, Inc. 401(k) Plan held $715K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$715K

Net assets (EOY)

$715K

People on this filing

Kevin Boercker signed Utter Associates, Inc.'s 2024 Form 5500 as plan administrator.

Kevin Boercker — 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

Utter Associates, Inc.'s EIN is 45-4784728.

EIN 45-4784728

Plan number 001

Plan year 2024

ACK ID 20251010175259NAL0008556001001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Utter Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score