Filings through .
Filed September 25, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Service code 12 · EIN 06-1053228 | Claims processing; Finders' fees / pl... | $74,580 |
30 funds of $250K or more; 20 lines in all, holding $194M of the plan's $200M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $113M | 57.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $26.4M | 13.6% |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund-I Class T. Rowe Price · Mutual fund | $11.3M | 5.8% |
| Harbor Capital Appreciation Fund Investor Class Harbor Capital · Mutual fund | $10.4M | 5.3% |
| Schwab Bank Savings Account Charles Schwab · Mutual fund | $4.2M | 2.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 1.8% |
| T. Rowe Price Spectrum Moderate Allocation Fund-I Class T. Rowe Price · Mutual fund | $3.3M | 1.7% |
| Invesco Oppenheimer Gold & Special Minerals Fund Class A Invesco · Mutual fund Possible retail class A | $3.1M | 1.6% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $2.3M | 1.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.1M | 1.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.