Filings through .
Filed September 17, 2007 (most recent of 2 filings on file)
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 GROUP10+ years Service code 11 · EIN 13-4032401 | Actuarial | $215,212 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $71,639 |
Filed as: COLUMBIA INVESTMENT MGMT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $40,364 |
MFS INVESTMENT MANAGEMENT3 years Service code 28 · EIN 87-1687549 | Investment Management | $21,619 |
EARNEST PARTNERS, LLC3 years Service code 28 · EIN 58-2386669 | Investment Management | $10,142 |
BLACKROCK3 years Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $9,537 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $7,497 |
PEREGRINE CAPITAL MANAGEMENT3 years Service code 28 · EIN 41-6257136 | Investment Management | $6,648 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 36-4863445 | Investment Management | $6,540 |
DELAWARE INVESTMENTS3 years Filed as: DELWARE INVESTMENTS Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $6,516 |
8 funds of $250K or more; 82 lines in all, holding $20.9M of the plan's $74.7M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · ETF Index | $5.8M | 28.0% |
| Money market fund Fimm Gov Portfolio Instl Fidelity (FMR) · Money market | $4.1M | 19.4% |
| Ishares TR Core MSCI Eaf ETF BlackRock · ETF Index | $2.9M | 13.8% |
| Ishares Russell Midcap BlackRock · ETF Index | $2.0M | 9.8% |
| iShares Core MSCI Emerging Markets ETF BlackRock · ETF Index | $1.1M | 5.1% |
| GQG Partners Emerging Mkts EQ FD CL Instl GQG Partners · Other | $634K | 3.0% |
| Nvidia Manager not matched · Other | $426K | 2.0% |
| PIMCO RAE Emerging Markets Fund Institutional Class PIMCO (Allianz) · Mutual fund | $407K | 2.0% |
| Jpmorgan Chase & CO Glb Var%oct 22 2035 JPMorgan · Mutual fund | $204K | 1.0% |
| Jpmorgan Chase Glb Var%apr 22 2042 JPMorgan · Mutual fund | $184K | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Christopher Jones Usi Consulting Group Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.