How big is Utility Specialists Southwest, Inc.'s plan?

Utility Specialists Southwest, Inc.'s plan reported $5.1M in assets and 35 participants for 2024.

Original filing (PDF)20260210113055NAL0002140561001

Utility Specialists Southwest, Inc.

Name: Utility Specialists Southwest, Inc. — Utility Specia, Form 5500 (2024)
Creator: Utility Specialists Southwest, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utility Specialists Southwest 401(k) Profit Sharing Plan

401(k) retirement plan · Utility Specialists Southwest, Inc.'s Utility Specialists Southwest 401(k) Profit Sharing Plan held $5.1M in plan assets for 35 participants in 2024.

Signals · 1

Late filing · 2.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Utility Specialists Southwest, Inc.'s EIN is 95-3537352.

EIN 95-3537352

Plan number 001

Plan year 2024

ACK ID 20260210113055NAL0002140561001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Utility Specialists Southwest, Inc.'s plan includes profit-sharing, 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 UTILITY SPECIALISTS SOUTHWEST, INC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

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