How big is Utzinger Group's plan?

Utzinger Group's plan reported $588K in assets and 3 participants for 2024.

Original filing (PDF)20251009094750NAL0006784113001

Utzinger Group

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

Form 5500-SF

FILING_RECEIVED

Utzinger Group 401(k) Plan

401(k) retirement plan · Utzinger Group's Utzinger Group 401(k) Plan held $588K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$588K

Net assets (EOY)

$588K

People on this filing

Deborah J. Utzinger signed Utzinger Group's 2024 Form 5500 as plan administrator.

Deborah J. Utzinger — 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

Utzinger Group's EIN is 84-1492008.

EIN 84-1492008

Plan number 001

Plan year 2024

ACK ID 20251009094750NAL0006784113001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Utzinger Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTZINGER 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

UTZINGER GROUP

EIN

all filings

Address

RE/MAX ALLIANCE · 15351 W. 73RD PLACE · ARVADA, CO · 80007

Phone

(303) 202-3034

Industry

Real Estate

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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