Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UTILITY INNOVATION GROUP LLC
EIN 83-2424381Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
136
702 OBERLIN ROAD, SUITE 230, SUITE 230 - RALEIGH, NC 27605360-907-3328
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 136 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 INNOVATION GROUP LLC 401(K) PLAN
401k
Assets$4.3M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UTILITY INNOVATION GROUP LLC RETIREMENT SAVINGS PLAN
401k
Assets$144K
Participants42
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 INNOVATION GROUP LLC 401(K) PLAN | 401k | $4.3M | 94 | 2025 | |
| 002 | UTILITY INNOVATION GROUP LLC RETIREMENT SAVINGS PLAN | 401k | $144K | 42 | 2025 |
Retirement plans