Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Usi Consulting Inc
EIN 93-4206194Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
6
3734 DARSHAN CT - SAN JOSE, CA 95148510-377-5843
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 6 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#002
USI CONSULTING INC CASH BALANCE PLAN
Cash balance
Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
USI CONSULTING INC 401K & PROFIT SHARING PLAN TRUST
401(k)
Assets$51K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | USI CONSULTING INC CASH BALANCE PLAN | Cash balance | $1.1M | 3 | 2025 | |
| 001 | USI CONSULTING INC 401K & PROFIT SHARING PLAN TRUST | 401(k) | $51K | 3 | 2025 |
Retirement plans