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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $112,202 |
USI CONSULTING GROUP4 years Service code 64 · EIN 06-1053228 | Recordkeeping Fees | $71,254 |
8 funds hold $41.2M of the plan's $42.0M. From the 2024 filing. Recordkeeper: USI Consulting Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $16.0M | 38.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.8M | 18.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.7M | 13.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.3M | 12.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 5.2% |
| Money Market Funds Charles Schwab Charles Schwab · Money market | $1.9M | 4.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 4.6% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $548K | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.