Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC6 years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $48,136 |
USI INSURANCE SERVICES LLC7 years Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 | Claims processing; Valuation (apprais... | $13,376 |
8 funds hold $26.7M of the plan's $27.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $11.3M | 42.3% |
| Vanguard Total International Stock Market Fund Vanguard · Mutual fund Index | $5.9M | 22.1% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $3.5M | 13.1% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.4M | 9.1% |
| Charles Schwab Charles Schwab · Mutual fund | $1.6M | 6.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.2M | 4.4% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $514K | 1.9% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $285K | 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.