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Original filing (PDF)20251007132758NAL0011423330001
UTTERMOST COMPANY
Form 5500
FILING_RECEIVED
THE UTTERMOST COMPANY PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
207
Accounts w/ balance
219
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UTTERMOST COMPANY.
Plan sponsor
Name
UTTERMOST COMPANY
EIN
54-1023188
Address
3325 GRASSY HILL ROAD · ROCKY MOUNT, VA · 24151
Phone
(540) 483-5103
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
SPENCER, HAGER AND MOSDELL PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
Investments
44 direct securities · 1 pooled fund· $28.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.5M
44 holdings
Pooled Separate Account
$14.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $14.2M | 97.5% | |
| party date,rate of interest, collateral, par, or maturity date AB Large Cap Grw Fnd Z Registered Investment Company | — | — | — | $2.8M | 19.5% | |
| MFS Technology Fund R6 Registered Investment Company | — | — | — | $2.3M | 16.0% | |
| Vanguard 500 Index Fund-Adm Registered Investment Company | — | — | — | $1.2M | 8.0% | |
| JPMorgan US Equity Fund R6 Other | — | — | — | $988K | 6.8% | |
| Vangrd Health Care Ind Fd Adm Registered Investment Company | — | — | — | $778K | 5.4% | |
| (Held at End of Year) THE UTTERMOST COMPANY PROFIT SHARING PLAN EIN#54-1023188 Plan# 001 Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $653K | 4.5% | |
| Eaton Vance Atl Cp SMIDCp F R6 Registered Investment Company | — | — | — | $608K | 4.2% | |
| Vangrd SmlCp Indx Fd Admiral Registered Investment Company | — | — | — | $577K | 4.0% | |
| MFS Intl Intrinsic Val Fnd R6 Registered Investment Company | — | — | — | $499K | 3.4% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $480K | 3.3% | |
| Putnam Income Fund R6 Registered Investment Company | — | — | — | $359K | 2.5% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $264K | 1.8% | |
| American Funds Nw Prspctv R6 Other | — | — | — | $257K | 1.8% | |
| Lord Abbett Bd Debenture Fd R6 Registered Investment Company | — | — | — | $238K | 1.6% | |
| American Funds Cap Inc Bld R6 Registered Investment Company | — | — | — | $213K | 1.5% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $211K | 1.5% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $156K | 1.1% | |
| Voya Fixed Account (4062) Insurance Company General Account | — | — | — | $151K | 1.0% | |
| Inv Intl Bond Fd R6 Registered Investment Company | — | — | — | $144K | 1.0% | |
| Baron Emerging Markets Fd R6 Registered Investment Company | — | — | — | $143K | 1.0% | |
| Voya SmCp Opport Port R6 Registered Investment Company | — | — | — | $142K | 1.0% | |
| Inv Intl Sm-Md Co Fd R6 Registered Investment Company | — | — | — | $139K | 1.0% | |
| MFS International Grw Fund R6 Other | — | — | — | $134K | 0.9% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $122K | 0.8% | |
| Putnam Lrg Cp Val Fd - Cl R6 Registered Investment Company | — | — | — | $116K | 0.8% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $93K | 0.6% | |
| American Funds Am Balanced R6 Registered Investment Company | — | — | — | $91K | 0.6% | |
| DFA Intl Core Equity Port Ins Registered Investment Company | — | — | — | $80K | 0.6% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $69K | 0.5% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $64K | 0.4% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $63K | 0.4% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $61K | 0.4% | |
| Victory Integrity SCp Vl Fd R6 Registered Investment Company | — | — | — | $52K | 0.4% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $42K | 0.3% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $40K | 0.3% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | — | — | — | $34K | 0.2% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $33K | 0.2% | |
| MFS Utilities Fund R6 Registered Investment Company | — | — | — | $31K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $25K | 0.2% | |
| Vanguard Glb Cap Cycle Fd Inv Registered Investment Company | — | — | — | $25K | 0.2% | |
| Franklin Mutual Glbl Disc F R6 Registered Investment Company | — | — | — | $24K | 0.2% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $6K | <0.1% | |
| PGIM High Yield Fund R6 Registered Investment Company | — | — | — | $6K | <0.1% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $4K | <0.1% |
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