How big is Utica Benefits Resources Group's plan?

Utica Benefits Resources Group's plan reported $631K in assets and 7 participants for 2024.

Original filing (PDF)20250718145712NAL0002008065001

Utica Benefits Resources Group

Name: Utica Benefits Resources Group — Utica Benefits, Form 5500 (2024)
Creator: Utica Benefits Resources Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utica Benefits Resources Group 401(k) Plan

401(k) retirement plan · Utica Benefits Resources Group's Utica Benefits Resources Group 401(k) Plan held $631K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

People on this filing

TARA Evans, for TAG Resources signed Utica Benefits Resources Group's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Utica Benefits Resources Group's EIN is 81-0935717.

EIN 81-0935717

Plan number 001

Plan year 2024

ACK ID 20250718145712NAL0002008065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Utica Benefits Resources Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Utica Benefits Resources Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTICA BENEFITS RESOURCES GROUP.

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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