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

Utter Associates, Inc.'s plan reported $1.4M in assets and 21 participants for 2024.

Original filing (PDF)20251010175242NAL0004439907001

Utter Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Utter Associates, Inc. Cash Balance Plan

Defined-benefit pension plan · Utter Associates, Inc.'s Utter Associates, Inc. Cash Balance Plan held $1.4M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 002

Plan year 2024

ACK ID 20251010175242NAL0004439907001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score