How big is Utilis Inc.'s plan?

Utilis Inc.'s plan reported $538K in assets and 16 participants for 2024.

Original filing (PDF)20250531052218NAL0009082641001

Utilis Inc.

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

Form 5500-SF

FILING_RECEIVED

Utilis Inc. 401(k) Plan

401(k) retirement plan · Utilis Inc.'s Utilis Inc. 401(k) Plan held $538K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

People on this filing

Rachel Wagoner signed Utilis Inc.'s 2024 Form 5500 as plan administrator.

Rachel Wagoner — 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

Utilis Inc.'s EIN is 81-3679453.

EIN 81-3679453

Plan number 001

Plan year 2024

ACK ID 20250531052218NAL0009082641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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.

Plan sponsor

Name

UTILIS INC

EIN

all filings

Address

4180 LA JOLLA VILLAGE DR · 530 · LA JOLLA, CA · 92037

Phone

(858) 382-7066

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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