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| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC7+ years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GALSTONNURY, CT 06033 | Advisory (Participants) | $50,000 |
USI INSURANCE SERVICES LLC7+ years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $15,771 |
CHARLES SCHWAB & CO., INC.7+ years Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $3,897 |
23 funds of $250K or more; 20 lines in all, holding $17.1M of the plan's $17.9M. From the 2024 filing. Recordkeeper: USI Consulting Group.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $6.2M | 36.2% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $2.4M | 14.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 8.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $963K | 5.6% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund | $903K | 5.3% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $735K | 4.3% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $582K | 3.4% |
| Morley Stable Value Fund Principal · Stable value Stable value | $439K | 2.6% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $418K | 2.4% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund | $393K | 2.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.