Utica Enterprises, Inc. 401(k) Plan: Login, Facts & Contact Information

Utica Enterprises, Inc. 401(k) Plan Facts

Plan name
UTICA ENTERPRISES, INC. 401(K) PLAN
Plan type
401(k)
Plan sponsor
UTICA ENTERPRISES, INC.
Participants
350 (178 active employees)
Former employees with a balance
131
Plan assets
$29,983,145 at Dec 31, 2023
Average account balance
$124,930 across 240 accounts
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jul 1, 1985
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 7, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $959,281 went into the plan in contributions.
  • $1.54 million was paid out to participants.
  • Investment and other income added $5.29 million.
  • Administrative expenses were $900, about $4 per account.

How the Utica Enterprises, Inc. 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018568$23.8 million$0$1.97 million
2019520$29.0 million$0$1.83 million
2020510$29.7 million$0$4.38 million
2021447$32.3 million$0$2.09 million
2022406$25.3 million$0$1.43 million
2023350$30.0 million$0$1.54 million

Utica Enterprises, Inc. 401(k) Contact Information

Phone
248-764-4351
Mailing address
5750 NEW KING DR SUITE 200, TROY MI 48098
Plan sponsor
UTICA ENTERPRISES, INC.
Employer identification number (EIN)
38-2596275
Plan number
001

Questions about the Utica Enterprises, Inc. 401(k)

Does Utica Enterprises, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Utica Enterprises, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Utica Enterprises, Inc 401(k) plan?

350 participants at the start of plan year 2023, 178 of them active employees, and 131 former employees who still had money in the plan.

What is the average 401(k) balance at Utica Enterprises, Inc?

About $124,930 per account: $30.0 million in plan assets across 240 accounts with a balance at the end of plan year 2023.

Who manages the Utica Enterprises, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Utica Enterprises, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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