Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC11+ years Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Consu... | $36,108 |
14 funds of $250K or more; 31 lines in all, holding $21.0M of the plan's $21.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 8 vintages | $12.3M | 58.9% |
| Fidelity Advisor Diversified Stock Fund Fidelity (FMR) · Mutual fund | $1.6M | 7.6% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $1.4M | 6.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 5.8% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.1M | 5.2% |
| Prudential Guaranteed Income Fund Prudential (PGIM) · Insurance contract | $1.1M | 5.1% |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs · Mutual fund | $465K | 2.2% |
| Franklin Small Cap Value Fund Franklin Templeton · Mutual fund | $358K | 1.7% |
| Columbia Income Opportunities Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $214K | 1.0% |
| Mid Cap Growth Fund Manager not matched · Mutual fund | $205K | 1.0% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAB Total Return Bond Portfolio | $333K |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.