How big is Boykin & Utley's plan?

Boykin & Utley's plan reported $1.9M in assets and 6 participants for 2024.

Original filing (PDF)20251015153845NAL0006637616001

Boykin & Utley

Name: Boykin & Utley — Boykin & Utley 401(k) Plan, Form 5500 (2024)
Creator: Boykin & Utley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boykin & Utley 401(k) Plan

401(k) retirement plan · Boykin & Utley's Boykin & Utley 401(k) Plan held $1.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Kriste Utley signed Boykin & Utley's 2024 Form 5500 as plan administrator.

Kriste 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

Boykin & Utley's EIN is 72-1270330.

EIN 72-1270330

Plan number 001

Plan year 2024

ACK ID 20251015153845NAL0006637616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boykin & Utley from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boykin & Utley'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 BOYKIN & UTLEY.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

BOYKIN & UTLEY

EIN

all filings

Address

400 POYDRAS STREET · SUITE 1540 · NEW ORLEANS, LA · 70130

Phone

(504) 527-5450

Industry

Law Offices· Professional & Technical Services

Plan administrator