UTILI-SERVE, LLC 401(K) PLAN

At the end of 2022, the total retirement plan assets of UTILI-SERVE, LLC 401(K) PLAN is $5,655,100.This plan was established in 2012.

At the end of 2022, the total number of retirement plan participants in UTILI-SERVE, LLC 401(K) PLAN is 209

In 2022, the average participant retirement account value for UTILI-SERVE, LLC 401(K) PLAN is $27,057

In 2022, the estimated average employee contribution amount per participant for UTILI-SERVE, LLC 401(K) PLAN is $3,910

In 2022, the estimated average employer match for an employee in UTILI-SERVE, LLC 401(K) PLAN is approximately $2,383

In 2022, UTILI-SERVE, LLC 401(K) PLAN allocates $498,183 to match its employees’ contributions, providing an employer match rate of 62.60% of their contributions

In 2022, the total retirement plan asset growth rate of UTILI-SERVE, LLC 401(K) PLAN is -0.57%

In 2022, the estimated aggregate retirement account investment gain/loss for UTILI-SERVE, LLC 401(K) PLAN is -14.75%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of UTILI-SERVE, LLC 401(K) PLAN is 0.62%.

Enrollment Features

UTILI-SERVE, LLC 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.