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| Provider | Service type | Compensation |
|---|---|---|
Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $42,927 |
USI INSURANCE SERVICES LLC5 years Filed as: USI CONSULTING GROUP, INC. Service code 28 · EIN 06-1053228 | Investment Management | $39,807 |
8 funds hold $16.3M of the plan's $16.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $5.8M | 35.6% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $3.6M | 21.9% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $3.1M | 19.3% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.1M | 12.7% |
| Schwab Savings Money Market Account Charles Schwab · Money market | $650K | 4.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $412K | 2.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $381K | 2.3% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $267K | 1.6% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.