How big is Utilities Dynamics, Inc.'s plan?

Utilities Dynamics, Inc.'s plan reported $2.7M in assets and 98 participants for 2024.

Original filing (PDF)20250430101347NAL0001761457001

Utilities Dynamics, Inc.

Name: Utilities Dynamics, Inc. — Utilities Dynamics, Inc., Form 5500 (2024)
Creator: Utilities Dynamics, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utilities Dynamics, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Utilities Dynamics, Inc.'s Utilities Dynamics, Inc. 401(k) Profit Sharing Plan held $2.7M in plan assets for 98 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Kevin BAER signed Utilities Dynamics, Inc.'s 2024 Form 5500 as plan administrator.

Kevin BAER — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Utilities Dynamics, Inc.'s EIN is 61-1297476.

EIN 61-1297476

Plan number 001

Plan year 2024

ACK ID 20250430101347NAL0001761457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Utilities Dynamics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Utilities Dynamics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTILITIES DYNAMICS, INC..

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Plan health score

Above-average plan

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