# Utilities International, INC. 401(k) Plan
Source: https://planprovider.pro/companies/utilities-international-inc-401k-plan

> Utilities International, INC.'s 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Utilities International, INC.

- **Sponsor EIN:** 363940239

- **Sponsor Address:** 150 NORTH RIVERSIDE PLAZA SUITE 510, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 148

- **Total Assets:** $25.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|148|$25.4M|$407,553|$2.5M|

| 2023|149|$22.4M|$321,533|$2.1M|

| 2022|115|$18.6M|$284,379|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$56,737|—|$56,737|

| ONEDIGITAL INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$54,098|—|$54,098|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$8,745|—|$8,745|

| OSTROW REISIN BERK & ABRAMS LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [OSTROW REISIN BERK & ABRAMS LTD.](https://planprovider.pro/provider/ostrow-reisin-berk-and-abrams-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $119,580

- **Estimated Expense Ratio:** 0.471% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$119,580|$62,843|—|—|—|

| 2023|$135,291|$45,386|—|—|—|

| 2022|—|—|—|—|—|

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