Plans listing this provider
66
0.12% of the 56,420 plans with Schedule H financials; 65 in 2023
Providers › USI Advisors Inc
USI Advisors Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $2,143,048
Assets of those plans
$4,464,673,728
0.06% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,143,048
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 59 |
| 50 | Direct payment from the plan | 11 |
| 16 | Consulting (general) | 4 |
| 26 | Investment advisory (participants) | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 55 | Other commissions | 2 |
| 99 | Other fees | 2 |
| 17 | Consulting (pension) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| National Veterinary Associates, Inc. 401(k) Plan | National Veterinary Associates | $809,155,371 | 19,225 | $106,738 |
| HCC Insurance Holdings, Inc. 401(k) Plan | HCC Insurance Holdings | $560,564,506 | 3,582 | $81,909 |
| Amtrust Retirement Plan | Amtrust Financial Services | $458,128,521 | 6,006 | $45,896 |
| Dycom Industries, Inc. Retirement Savings Plan | Dycom Industries | $403,314,285 | 6,090 | $9,522 |
| Ciena Healthcare Management, Inc. 401(k) Plan | Ciena Healthcare Management | $125,807,276 | 3,401 | $52,905 |
| The Anchin, Block & Anchin Savings Plan | Anchin Block & Anchin | $117,926,897 | 571 | $22,500 |
| BH Shoe Holdings, Inc. Investment and Retirement Plan (401(k) Plan for Non Union Employees) | BH Shoe Holdings | $117,797,708 | 1,241 | $68,005 |
| Akrf, Inc. Profit Sharing Plan and 401(k) Plan | Akrf | $101,581,592 | 518 | $37,793 |
| Dennis Group 401(k) Profit Sharing Plan | Dennis Group | $98,267,225 | 654 | $34,999 |
| Kyocera Industrial Tools, Inc. 401(k) Plan | Carlson Systems Holdings | $93,131,718 | 1,631 | $64,993 |
| Allied Digestive Health 401(k) Plan | Allied Digestive Health | $89,615,339 | 1,027 | $32,407 |
| EDF Trading, N.A. 401(k) Plan | EDF Trading North America | $89,337,082 | 571 | $49,195 |
| American National Bank 401(k) Profit Sharing Plan | American National Bank | $81,758,438 | 695 | $45,000 |
| BBC Studios Americas, Inc. 401(k) Retirement Plan | BBC Studios Americas | $77,530,715 | 772 | $52,250 |
| B&R Stores, Inc. 401(k) Plan | B&R Stores | $74,593,518 | 1,424 | $48,000 |
| Metron, Inc. 401(k) Profit Sharing Plan | Metron | $67,699,020 | 332 | $57,497 |
| VAA, LLC Profit Sharing Plan | VAA | $62,211,755 | 288 | $34,708 |
| Archway Marketing Services Retirement Savings Plan | Archway Marketing Services | $59,860,752 | 1,125 | $45,000 |
| Claas Employees' Savings Plan | Claas of America | $52,905,852 | 425 | $61,792 |
| The Axcess Financial 401k Plan | Axcess Financial Services | $51,817,669 | 1,172 | $45,000 |
| Center for American Progress Retirement Plan | Center for American Progress | $42,564,526 | 617 | $41,345 |
| Uworld, LLC 401(k) Plan | Uworld | $36,458,954 | 515 | $27,366 |
| OZ Architecture Profit Sharing Plan | OZ Architecture | $34,761,907 | 237 | $32,407 |
| Travelopia USA, Inc. 401(k) Plan | Travelopia USA | $31,807,062 | 631 | $40,000 |
| Sapp Bros., Inc. Retirement Plan | Sapp Bros. | $30,508,594 | 790 | $64,165 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.