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Original filing (PDF)20250701153422NAL0006838515002
UTILITY SERVICE CO., INC.
Form 5500
FILING_RECEIVED
UTILITY SERVICE CO., INC. 401K PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
329
Accounts w/ balance
497
Plan assets (EOY)
$27.4M
Net assets (EOY)
$27.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Mutual Fund" is 25% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UTILITY SERVICE CO., INC..
Plan sponsor
Name
UTILITY SERVICE CO., INC.
EIN
58-1920989
Address
535 GENERAL COURTNEY HODGES BLVD · PERRY, GA · 31069
Phone
(478) 987-0303
Industry
Constructionsee 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
2025-07-01
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCNAIR, MCELMORE, MIDDLEBROOKS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISOR | $39K | — |
Investments
29 direct securities · 4 pooled funds· $27.4M(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
$23.1M
29 holdings
Common Collective Trust
$4.2M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $7.0M | 25.5% | |
| COLUMBIA TR DIVIDEND INC INST 100 COLUMBIA · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $3.4M | 12.2% | |
| Fidelity Total Bon R6 Mutual Fund | — | — | — | $2.0M | 7.4% | |
| MFS International Diversification Mutual Fund | — | — | — | $1.8M | 6.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $1.6M | 6.0% | |
| Investments - Fidelity Mid Cap Index Mutual Fund | — | — | — | $1.6M | 5.9% | |
| Stable Value Account * Transamerica Life Insurance Company Stable Value Strategy Fund | — | — | — | $1.6M | 5.7% | |
| Fidelity Freedom Index 2030 Mutual Fund | — | — | — | $1.1M | 4.0% | |
| John Hancock Disciplined Value Mid Cap Mutual Fund | — | — | — | $906K | 3.3% | |
| AB US LG CAP GR W SERIES R WILMINGTON TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $889K | 3.2% | |
| Neuberger Berman Small Cap Growth Mutual Fund | — | — | — | $820K | 3.0% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $801K | 2.9% | |
| Lord Abbett Bond Debenture Mutual Fund | — | — | — | $730K | 2.7% | |
| Fidelity Freedom Index 2045 Mutual Fund | — | — | — | $434K | 1.6% | |
| Fidelity Freedom Index 2050 Mutual Fund | — | — | — | $401K | 1.5% | |
| Maturing at Various Dates Through September 2036 | — | — | — | $397K | 1.5% | |
| Fidelity Freedom Index 2055 Mutual Fund | — | — | — | $365K | 1.3% | |
| Fidelity Freedom Index 2040 Mutual Fund | — | — | — | $291K | 1.1% | |
| Fidelity Freedom Index 2035 Mutual Fund | — | — | — | $233K | 0.8% | |
| Fidelity Freedom Index 2025 Mutual Fund | — | — | — | $191K | 0.7% | |
| Fidelity Freedom Index 2060 Mutual Fund | — | — | — | $165K | 0.6% | |
| Fidelity Inflation Protected Bond Mutual Fund | — | — | — | $150K | 0.5% | |
| Lessor or Similar Party Investment Cost Value Mutual Funds Delaware Small Cap Value Mutual Fund | — | — | — | $148K | 0.5% | |
| Fidelity Freedom Index 2065 Mutual Fund | — | — | — | $146K | 0.5% | |
| State Street Institutional Government MM Mutual Fund | — | — | — | $67K | 0.2% | |
| Fidelity Freedom Index 2010 Mutual Fund 529 Fidelity Freedom Index 2015 Mutual Fund 694 Fidelity Freedom Index 2020 Mutual Fund | — | — | — | $64K | 0.2% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $60K | 0.2% | |
| ClearBridge International Growth Mutual Fund 16 American Funds New World Mutual Fund | — | — | — | $25K | <0.1% | |
| Invesco Discovery Mid Cap Growth Mutual Fund | — | — | — | $24K | <0.1% | |
| First Eagle Global Mutual Fund | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2070 Mutual Fund | — | — | — | $2K | <0.1% | |
| BLACKROCK MID-CAP GR EQ CLASS L1 BLACKROCK · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TOTAL RETURN BD CLASS LP PRUDENTIAL · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $0 | <0.1% |