How big is United Utility Services, LLC's plan?

United Utility Services, LLC's plan reported $31.5M in assets and 1,410 participants for 2024.

Original filing (PDF)20251015082558NAL0002021299001

United Utility Services, LLC

Name: United Utility Services, LLC — United Utility, Form 5500 (2024)
Creator: United Utility Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

United Utility Services 401(k) Plan

401(k) retirement plan · United Utility Services, LLC's United Utility Services 401(k) Plan held $31.5M in plan assets for 1,410 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

1,410

Accounts w/ balance

906

Plan assets (EOY)

$31.5M

Net assets (EOY)

$31.3M

Plan identifiers

United Utility Services, LLC's EIN is 82-3772718.

EIN 82-3772718

Plan number 001

Plan year 2024

ACK ID 20251015082558NAL0002021299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Utility Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Utility Services, LLC's plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED UTILITY SERVICES, LLC.

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 42K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (13th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

UNITED UTILITY SERVICES, LLC

EIN

all filings

Address

3440 TORINGDON WAY · BUILDING 3, SUITE 307 · CHARLOTTE, NC · 28277

Phone

(252) 565-0315

Industry

Construction

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

2025-10-15

Pension benefit codes

2T · Default investment account (QDIA)

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$49K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

25 direct securities· $30.6M(97% of reported assets)

Mutual Funds

$27.1M

17 holdings

Other securities

$2.3M

7 holdings

Common Collective Trusts

$1.3M

1 holding

					% of plan
FIDELITY FREEDOM INDEX 2035 INSTL PREM	Mutual Funds	—	—	$3.9M	12.4%
FIDELITY FREEDOM INDEX 2030 INSTL PREM	Mutual Funds	—	—	$3.5M	11.1%
FIDELITY FREEDOM INDEX 2045 INSTL PREM	Mutual Funds	—	—	$3.1M	9.9%
FIDELITY FREEDOM INDEX 2050 INSTL PREM	Mutual Funds	—	—	$2.7M	8.6%
FIDELITY FREEDOM INDEX 2040 INSTL PREM	Mutual Funds	—	—	$2.6M	8.2%
FIDELITY FREEDOM INDEX 2060 INSTL PREM	Mutual Funds	—	—	$2.5M	8.0%
FIDELITY FREEDOM INDEX 2055 INSTL PREM	Mutual Funds	—	—	$2.5M	7.8%
FIDELITY FREEDOM INDEX 2025 INSTL PREM	Mutual Funds	—	—	$2.0M	6.2%
FIDELITY FREEDOM INDEX 2065 INSTL PREM	Mutual Funds	—	—	$1.9M	6.1%
FIDELITY FREEDOM INDEX 2020 INSTL PREM	Mutual Funds	—	—	$1.3M	4.0%
FIDELITY 500 INDEX	Common Collective Trusts	—	—	$1.3M	4.0%
Notes receivable from participants 2025 to 2028	Other securities	—	—	$768K	2.4%
INVESCO CORE BOND R6	Mutual Funds	—	—	$533K	1.7%
JPMORGAN GROWTH ADVANTAGE R6	Other securities	—	—	$482K	1.5%
ISHARES MSCI EAFE INTERNATIONAL INDEX K	Other securities	—	—	$478K	1.5%
Empower EI FIXED ACCOUNT - SERIES CLASS I	Other securities	—	—	$369K	1.2%
FIDELITY MID CAP INDEX	Mutual Funds	—	—	$248K	0.8%
FIDELITY SMALL CAP INDEX	Mutual Funds	—	—	$199K	0.6%
PUTNAM LARGE CAP VALUE R6	Mutual Funds	—	—	$132K	0.4%
EATON VANCE EATON VANCE ATLANTA CAPITAL SMID-CAP R6	Other securities	—	—	$117K	0.4%
INVESCO DISCOVERY R6	Mutual Funds	—	—	$60K	0.2%
BLACKROCK HIGH YIELD BOND PORTFOLIO K	Other securities	—	—	$60K	0.2%
COLUMBIA SMALL CAP VALUE I INSTL 3	Other securities	—	—	$29K	<0.1%
FIDELITY FREEDOM INDEX INC INSTL PREM	Mutual Funds	—	—	$6K	<0.1%
FIDELITY FREEDOM INDEX 2015 INSTL PREM	Mutual Funds	—	—	$1K	<0.1%