Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UTILITY SPECIALISTS, INC.
EIN 63-0938441electrical/electronic manufacturingLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
31
PO BOX 43528 - BIRMINGHAM, AL 35243205-967-4602utility-specialists.comLinkedIn11-50 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 31 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UTILITY SPECIALISTS, INC. 401(K) PLAN
401k
Assets$5.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
UTILITY SPECIALISTS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UTILITY SPECIALISTS, INC. 401(K) PLAN | 401k | $5.4M | 17 | 2025 | |
| 003 | UTILITY SPECIALISTS, INC. CASH BALANCE PLAN | CashBalance | $1.1M | 14 | 2025 |
Retirement plans