Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$443K in admin expenses, $1350 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 7 lines in all, holding $7.8M of the plan's $10.1M. Recordkeeper: USI Insurance Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $2.7M | 35.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 21.2% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 20.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 14.5% |
| Cohen & Steers U.S. Realty CIT RS Cohen & Steers · Collective trust | $445K | 5.7% |
| Charles Schwab Bank Sweep For Benefit Plans Charles Schwab · Money market | $223K | 2.9% |
| Charles Schwab Charles Schwab · Mutual fund | $12K | 0.2% |
Dropped 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustCohen & Steers U.S. Realty Fund to Cohen & Steers U.S. Realty CIT RS | $431K to $445K |
| DroppedYes Schwab Bank Sweep for EE Benefit Plan | $350K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show 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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
USI INSURANCE SERVICES LLC6+ years Filed as: USI CONSULTING GROUP Service code 15 · EIN 06-1053228 Recordkeeping | $133,200 |
USI INSURANCE SERVICES LLC6+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 Advisory (Plan) | $54,314 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 42-1558009 Contract Administrator | $8,229 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Frederica S. Daniels Usi Consulting Group Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary are on Pro.
6 filings · 2020 to 2025