Filings through .
Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC4 years Filed as: USI CONSULTING GROUP Service code 11 · EIN 06-1053228 | Actuarial | $71,300 |
TRUIST BANK4 years Service code 21 · EIN 56-1074313 | Bank Trustee | $46,610 |
8 funds of $250K or more; 13 lines in all, holding $10.8M of the plan's $11.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.0M | 37.3% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.8M | 16.8% |
| DTC Private Equity V, L.P Manager not matched · Other | $1.1M | 9.8% |
| State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF State Street (SSgA) · ETF Index | $829K | 7.7% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $718K | 6.7% |
| Artisan International Value Fund Institutional Shares Artisan Partners · Mutual fund | $682K | 6.3% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $437K | 4.1% |
| Vanguard Value ETF Vanguard · ETF Index | $293K | 2.7% |
| DTC Private Equity IV-Q, L.P Manager not matched · Other | $243K | 2.3% |
| Exchange Traded Funds: iShares S&P Mid-Cap ETF BlackRock · ETF Index | $228K | 2.1% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
J. Sterling Price Usi Consulting Group Schedule SB | Schedule SB | Pro |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.