Filings through .
Filed June 21, 2002
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 INSURANCE SERVICES LLC11+ years Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $16,369 |
32 funds of $250K or more; 38 lines in all, holding $34.0M of the plan's $35.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 10.4% |
| AB Large CAP Growth Fund INC Class A AllianceBernstein · Mutual fund Possible retail class A | $2.1M | 6.2% |
| Pioneer International Equity Fund: Class A Victory Capital · Mutual fund Possible retail class A | $2.0M | 5.8% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $1.7M | 4.9% |
| Goldman Sachs Emerging Mkt Eqty Insights Goldman Sachs · Mutual fund | $1.5M | 4.5% |
| Standard Stable Asset 1 StanCorp (Meiji Yasuda) · Insurance contract | $1.5M | 4.5% |
| Large Cap Growth A Manager not matched · Mutual fund Possible retail class A | $1.5M | 4.3% |
| BNY Mellon Equity Income Fund Class A BNY · Mutual fund Possible retail class A | $1.5M | 4.3% |
| Standard Stable Asset 5 - + StanCorp (Meiji Yasuda) · Insurance contract | $1.4M | 4.1% |
| Voya International SmallCap Voya · Mutual fund | $1.2M | 3.6% |
Added 11 funds, dropped 4 funds, likely replaced 4 funds.
| Fund | Year-end value |
|---|---|
| AddedAB Large CAP Growth Fund INC Class A | $2.1M |
| AddedPioneer International Equity Fund: Class A | $2.0M |
| AddedLarge Cap Growth A | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
The auditor signed off without reservation. This is the cleanest opinion.