Filings through .
Filed February 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC5 years Filed as: USI CONSULTING GROUP Service code 65 · EIN 06-1053228 | Account Maintenance | $85,263 |
13 funds of $250K or more; 14 lines in all, holding $50.3M of the plan's $51.0M. From the 2025 filing. Recordkeeper: USI Insurance Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Managed Retirement Balanced Trust Fund Manager not matched · Collective trust | $11.2M | 22.3% |
| Managed Retirement Conservative Trust Manager not matched · Other | $8.0M | 15.8% |
| Managed Retirement Aggressive Trust Fund Manager not matched · Collective trust | $7.3M | 14.6% |
| Managed Retirement Growth Fund Manager not matched · Collective trust | $5.8M | 11.5% |
| Managed Retirement Moderate Trust Fund Manager not matched · Collective trust | $4.1M | 8.1% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $3.8M | 7.6% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $3.3M | 6.5% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Mutual fund Index | $2.5M | 4.9% |
| Stable Value Collective Trust Fund: Wells Fargo Bank, NA Stable Value Fund Allspring · Stable value Stable value | $1.6M | 3.1% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $858K | 1.7% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedManaged Retirement Conservative Trust Fund | $9.4M |
| DroppedDodge & Cox Income Fund | $383K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.