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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
USI CONSULTING GROUP8 years Service code 15 · EIN 06-1053228 | Recordkeeping | $8,889 |
29 funds of $250K or more; 23 lines in all, holding $48.1M of the plan's $48.5M. From the 2025 filing. Recordkeeper: USI Consulting Group.
Target-date series: Vanguard Target Retirement, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $13.0M | 27.1% |
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund Index | $9.6M | 20.0% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund Index | $3.2M | 6.6% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $2.9M | 6.0% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $2.8M | 5.8% |
| Fidelity Select Software and IT Services Portfolio Fidelity (FMR) · Mutual fund | $2.7M | 5.5% |
| T Rowe Price Media & Telecom Fund T. Rowe Price · Mutual fund | $2.0M | 4.1% |
| Metropolitan West Total Return TCW · Mutual fund | $1.9M | 4.0% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $1.3M | 2.7% |
| Schwab Retirement Government Money Fund Charles Schwab · Money market | $1.1M | 2.2% |
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, not money moved.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.