AUMdb

Utility Service Co., Inc. 401 K Plan

Sponsored by Utility Service Co., Inc. · EIN 581920989 · Plan #001

Total assets
$27.4M
Net assets
$27.4M
Active participants
329
With balances
497

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $54,152
Onedigital Investment Advisors Investment advisory (plan), Direct payment from the plan $39,364