How big is Utah's Promise's plan?

Utah's Promise's plan reported $6.0M in assets and 71 participants for 2025.

Original filing (PDF)20260507104711NAL0004831202001

Utah's Promise

Name: Utah's Promise — Utah's Promise Retirement Plan, Form 5500 (2025)
Creator: Utah's Promise
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utah's Promise Retirement Plan

403(b) retirement plan · Utah's Promise's Utah's Promise Retirement Plan held $6.0M in plan assets for 71 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Garet Hawley signed Utah's Promise's 2025 Form 5500 as plan administrator.

Garet Hawley — 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

Utah's Promise's EIN is 87-0227091.

EIN 87-0227091

Plan number 003

Plan year 2025

ACK ID 20260507104711NAL0004831202001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Utah's Promise from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Utah's Promise's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UTAH'S PROMISE.

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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