Plan Snapshot
- Plan Sponsor: Utility Service Co., INC.
- Sponsor EIN: 581920989
- Sponsor Address: 535 GENERAL COURTNEY HODGES BLVD, PERRY, GA, 31069
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $27.4M
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 | 329 | $27.4M | $751,652 | $2.4M |
| 2023 | 347 | $23.4M | $47 | $1.9M |
| 2022 | 351 | $20.7M | $312,721 | $1.8M |
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 |
|---|---|---|---|---|
| MCNAIR, MCELMORE, MIDDLEBROOKS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $93,516 | $39,364 | — | — | — |
| 2023 | $84,960 | $40,000 | — | — | — |
| 2022 | $87,342 | $47,635 | — | — | — |