Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$5K in admin expenses, $40 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 19 lines in all, holding $7.0M of the plan's $7.1M. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.6M | 66.0% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $574K | 8.2% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $249K | 3.6% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $218K | 3.1% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $217K | 3.1% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $188K | 2.7% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $181K | 2.6% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $146K | 2.1% |
| Victory Trivalent International Small-Cap Fund Victory Capital · Mutual fund | $111K | 1.6% |
| Morley Stable Value Fund Class 25 Principal · Stable value Stable value | $88K | 1.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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. They do not show money moved.
9 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: USI CONSULTING GROUP Service code 26 · EIN 06-1397347 Advisory (Participants) | $5,149 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
4 filings · 2022 to 2025