Grace KNOX-Perry signed Utility Service Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Utility Service Co., Inc.'s EIN is 58-1920989.
Download the official 2024 Form 5500 (PDF) for Utility Service Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Utility Service Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISOR | $39K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $2.0M | 7.4% | |
| MFS International Diversification Mutual Fund | Mutual Funds | — | — | $1.8M | 6.5% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $1.6M | 6.0% | |
| Investments - Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $1.6M | 5.9% | |
| Stable Value Account * Transamerica Life Insurance Company Stable Value Strategy Fund | Stable Value | — | — | $1.6M | 5.7% | |
| Fidelity Freedom Index 2030 Mutual Fund | Mutual Funds | — | — | $1.1M | 4.0% | |
| John Hancock Disciplined Value Mid Cap Mutual Fund | Other securities | — | — | $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 | Other securities | — | — | $820K | 3.0% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $801K | 2.9% | |
| Lord Abbett Bond Debenture Mutual Fund | U.S. Treasuries | — | — | $730K | 2.7% | |
| Fidelity Freedom Index 2045 Mutual Fund | Mutual Funds | — | — | $434K | 1.6% | |
| Fidelity Freedom Index 2050 Mutual Fund | Mutual Funds | — | — | $401K | 1.5% | |
| Maturing at Various Dates Through September 2036 | Other securities | — | — | $397K | 1.5% | |
| Fidelity Freedom Index 2055 Mutual Fund | Mutual Funds | — | — | $365K | 1.3% | |
| Fidelity Freedom Index 2040 Mutual Fund | Mutual Funds | — | — | $291K | 1.1% | |
| Fidelity Freedom Index 2035 Mutual Fund | Mutual Funds | — | — | $233K | 0.8% | |
| Fidelity Freedom Index 2025 Mutual Fund | Mutual Funds | — | — | $191K | 0.7% | |
| Fidelity Freedom Index 2060 Mutual Fund | Mutual Funds | — | — | $165K | 0.6% | |
| Fidelity Inflation Protected Bond Mutual Fund | Mutual Funds | — | — | $150K | 0.5% | |
| Fidelity Freedom Index 2065 Mutual Fund | Mutual Funds | — | — | $146K | 0.5% | |
| State Street Institutional Government MM Mutual Fund | Other securities | — | — | $67K | 0.2% | |
| Fidelity Freedom Index 2010 Mutual Fund 529 Fidelity Freedom Index 2015 Mutual Fund 694 Fidelity Freedom Index 2020 Mutual Fund | Mutual Funds | — | — | $64K | 0.2% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $60K | 0.2% | |
| ClearBridge International Growth Mutual Fund 16 American Funds New World Mutual Fund | Mutual Funds | — | — | $25K | <0.1% | |
| Invesco Discovery Mid Cap Growth Mutual Fund | Mutual Funds | — | — | $24K | <0.1% | |
| First Eagle Global Mutual Fund | Other securities | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2070 Mutual Fund | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
