Original filing (PDF)20251015132310NAL0009455186001

UTICA SERVICES, LLC

Name: UTICA SERVICES, LLC — UTICA SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: UTICA SERVICES, LLC

Form 5500

FILING_RECEIVED

UTICA SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Signals · 2

27% in single holdingNo recordkeeper disclosed

Active participants

196

Accounts w/ balance

215

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "The Standard Insurance Company Schwab Target 2030 Index N/R" is 27% of plan.
54 bps in Schedule C fees — 86% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UTICA SERVICES, LLC.

Plan sponsor

Name

UTICA SERVICES, LLC

EIN

47-4790533

Address

44225 UTICA ROAD · UTICA, MI · 48317

Phone

(586) 726-5622

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$62K	—

Investments

33 direct securities · 1 pooled fund· $22.3M(100% of reported assets)

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.

Uncategorized

$11.2M

31 holdings

Pooled Separate Account

$10.9M

1 holding

Guaranteed Income / GIC

$241K

1 holding

Pooled Separate Accounts

$11K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005	Pooled Separate Account	—	—	$10.9M	94.5%
The Standard Insurance Company Schwab Target 2030 Index N/R	—	—	—	$3.1M	27.2%
The Standard Insurance Company Schwab Target 2025 Index N/R	—	—	—	$1.7M	15.1%
The Standard Insurance Company Schwab Target 2035 Index N/R	—	—	—	$1.3M	11.7%
The Standard Insurance Company Schwab Target 2020 Index N/R	—	—	—	$1.3M	10.9%
The Standard Insurance Company Schwab Target 2015 Index N/R	—	—	—	$502K	4.4%
The Standard Insurance Company Schwab Target 2045 Index N/R	—	—	—	$488K	4.2%
The Standard Insurance Company Schwab Target 2040 Index N/R	—	—	—	$469K	4.1%
The Standard Insurance Company JP Morgan Large Cap Growth R6 N/R	—	—	—	$416K	3.6%
Participant Loans Interest rates: 4.25% - 9.50% $0	—	—	—	$325K	2.8%
* The Standard Insurance Company Standard Stable Asset A N/R	Guaranteed Income / GIC	—	—	$241K	2.1%
The Standard Insurance Company Vanguard 500 Index Admiral N/R	—	—	—	$236K	2.1%
The Standard Insurance Company Schwab Target 2050 Index N/R	—	—	—	$190K	1.7%
The Standard Insurance Company Vanguard TotStkMktIdx Adm N/R	—	—	—	$152K	1.3%
The Standard Insurance Company Schwab Target 2055 Index N/R	—	—	—	$102K	0.9%
The Standard Insurance Company Schwab Target 2060 Index N/R	—	—	—	$96K	0.8%
The Standard Insurance Company Vanguard Equity Income Adm N/R	—	—	—	$95K	0.8%
The Standard Insurance Company Vanguard Real Estate Idx Adm N/R	—	—	—	$77K	0.7%
The Standard Insurance Company Schwab Target 2065 Index N/R	—	—	—	$71K	0.6%
The Standard Insurance Company Vanguard Balance Idx Adm N/R	—	—	—	$68K	0.6%
The Standard Insurance Company Voya Intermediate Bond I N/R	—	—	—	$64K	0.6%
The Standard Insurance Company MFS Intl Diversification R6 N/R	—	—	—	$55K	0.5%
The Standard Insurance Company Schwab Small Cap Index N/R	—	—	—	$53K	0.5%
The Standard Insurance Company Vanguard Mid Cap Idx Adm N/R	—	—	—	$51K	0.4%
The Standard Insurance Company Hood River Small-Cap Gr Ret N/R	—	—	—	$39K	0.3%
The Standard Insurance Company Carillon Eagle MC Growth R6 N/R	—	—	—	$38K	0.3%
The Standard Insurance Company Schwab Target 2010 Index N/R	—	—	—	$36K	0.3%
The Standard Insurance Company Allspring Spec MdCp Val Ins N/R	—	—	—	$27K	0.2%
The Standard Insurance Company Vanguard EmergMktStkIdx Adm N/R	—	—	—	$26K	0.2%
The Standard Insurance Company Fidelity International Index N/R	—	—	—	$26K	0.2%
s * The Standard Insurance Company Vanguard Tot BdMktdx Adm N/R	Pooled Separate Accounts	—	—	$11K	<0.1%
The Standard Insurance Company American Century SmCpVal R6 N/R	—	—	—	$5K	<0.1%
The Standard Insurance Company PGIM High Yield Z N/R	—	—	—	$4K	<0.1%
The Standard Insurance Company DFA Emerging Mkts Core Eq I N/R	—	—	—	$4K	<0.1%