How big is Utilli, LLC.'s plan?

Utilli, LLC.'s plan reported $131K in assets and 4 participants for 2023.

Original filing (PDF)20240904220458NAL0010018403030

Utilli, LLC.

Name: Utilli, LLC. — Utilli, LLC. 401(k) Plan, Form 5500 (2023)
Creator: Utilli, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utilli, LLC. 401(k) Plan

401(k) retirement plan · Utilli, LLC.'s Utilli, LLC. 401(k) Plan held $131K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

Plan identifiers

Utilli, LLC.'s EIN is 46-4667498.

EIN 46-4667498

Plan number 001

Plan year 2023

ACK ID 20240904220458NAL0010018403030

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Utilli, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Utilli, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UTILLI, LLC.

EIN

all filings

Address

3 BETHESDA METRO CENTER, SUITE 700 · BETHESDA, MD · 20814

Phone

(330) 701-8398

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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