How big is Utility COST Management, LLC's plan?

Utility COST Management, LLC's plan reported $3.6M in assets and 9 participants for 2025.

Original filing (PDF)20260310115846NAL0003864243001

Utility COST Management, LLC

Name: Utility COST Management, LLC — Utility COST, Form 5500 (2025)
Creator: Utility COST Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utility COST Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Utility COST Management, LLC's Utility COST Management, LLC 401(k) Profit Sharing Plan held $3.6M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Utility COST Management, LLC's EIN is 46-3330385.

EIN 46-3330385

Plan number 001

Plan year 2025

ACK ID 20260310115846NAL0003864243001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Utility COST Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Utility COST Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Knocking points off