How big is Kevin C. Utley, D.D.S., M.S., L.L.C's plan?

Kevin C. Utley, D.D.S., M.S., L.L.C's plan reported $3.6M in assets and 5 participants for 2024.

Original filing (PDF)20250726081532NAL0009830304001

Kevin C. Utley, D.D.S., M.S., L.L.C

Name: Kevin C. Utley, D.D.S., M.S., L.L.C — Kevin C. Utley, Form 5500 (2024)
Creator: Kevin C. Utley, D.D.S., M.S., L.L.C
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin C. Utley 401(k) Plan

401(k) retirement plan · Kevin C. Utley, D.D.S., M.S., L.L.C's Kevin C. Utley 401(k) Plan held $3.6M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Kevin Utley signed Kevin C. Utley, D.D.S., M.S., L.L.C's 2024 Form 5500 as plan administrator.

Kevin Utley — 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

Kevin C. Utley, D.D.S., M.S., L.L.C's EIN is 62-1530793.

EIN 62-1530793

Plan number 001

Plan year 2024

ACK ID 20250726081532NAL0009830304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin C. Utley, D.D.S., M.S., L.L.C from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin C. Utley, D.D.S., M.S., L.L.C'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 KEVIN C. UTLEY, D.D.S., M.S., L.L.C.

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

KEVIN C. UTLEY, D.D.S., M.S., L.L.C

EIN

all filings

Address

298 GERMANTOWN BEND COVE · CORDOVA, TN · 38018

Phone

(901) 756-6200

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator