Plans listing this provider
242
0.43% of the 56,420 plans with Schedule H financials; 223 in 2023
Providers › USI Advisors Inc
USI Advisors Inc
- Service provider, as named on Schedule C
- EIN 061397347
- Plan year 2024
- Direct compensation reported $7,415,643
Assets of those plans
$13,924,632,579
0.18% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$7,415,643
89% 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) | 203 |
| 50 | Direct payment from the plan | 56 |
| 99 | Other fees | 37 |
| 26 | Investment advisory (participants) | 30 |
| 51 | Investment management fees paid directly by plan | 24 |
| 70 | Consulting fees | 14 |
| 16 | Consulting (general) | 11 |
| 28 | Investment management | 9 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Crum & Forster Employee Savings Plan | U.S. Fire Insurance | $590,670,267 | 3,467 | $55,813 |
| Sound Physicians 401(k) Plan | Sound Inpatient Physicians | $556,965,930 | 5,920 | $80,000 |
| Medical Solutions 401(k) Plan | Medical Solutions | $496,216,848 | 17,248 | $55,484 |
| Geosyntec Consultants, Inc. and Subsidiaries 401(k) Retirement Plan | Geosyntec Consultants | $455,441,498 | 2,465 | $85,787 |
| Lego U.S. Retirement Plan | Lego Systems | $429,188,645 | 6,026 | $32,000 |
| Terumo BCT, Inc. 401(k) Plan | Terumo Blood and Cell Technologies | $348,880,727 | 2,629 | $70,000 |
| Summit Medical Group, PLLC 401(k) Profit Sharing Plan | Summit Medical Group | $348,079,110 | 2,183 | $30,000 |
| Spirit Airlines, Inc. Employee Retirement Savings Plan | Spirit Airlines | $295,801,975 | 5,925 | $13,744 |
| Riverbed Technology LLC 401(k) Plan | Riverbed Technology | $270,927,629 | 1,248 | $12,500 |
| Metals Technologies LLC Savings Plan | Primetals Technologies USA | $268,518,935 | 1,293 | $82,340 |
| Flatiron Construction Corp. 401(k) Profit Sharing Plan | Flatiron Construction | $260,971,726 | 2,203 | $64,491 |
| Avalara, Inc. 401(k) Plan | Avalara | $232,258,509 | 3,004 | $10,236 |
| Wacker Savings Plan | Wacker Chemical | $231,314,400 | 1,958 | $66,463 |
| Ringcentral Inc.recordkeeper | RingCentral | $227,585,235 | 2,520 | $87,610 |
| NWN Carousel 401(k) Plan | Carousel Industries of North America | $194,283,631 | 1,640 | $78,004 |
| Banner Engineering Corp. Profit Sharing Retirement Savings Plan and Trust | Banner Engineering | $191,560,863 | 1,426 | $45,000 |
| Careoregon, Inc. 401(k) Plan | Careoregon | $187,863,787 | 1,849 | $29,961 |
| J.S. Held LLC 401(k) Profit Sharing Plan | J.S. Held | $174,847,652 | 1,550 | $75,563 |
| The Pokemon Company International, Inc. 401(k) Plan | Pokemon Company International | $172,055,122 | 1,048 | $37,842 |
| ST Engineering Idirect 401(k) Plan | ST Engineering Idirect | $161,596,203 | 665 | $20,000 |
| Tribal Casino Gaming Enterprise 401(k) Savings Plan | Tribal Casino Gaming Enterprise | $159,067,509 | 4,539 | $61,515 |
| Boomi, LP 401(k) Plan | Boomi | $152,843,814 | 1,098 | $16,225 |
| IAP World Services Retirement Savings Plan | IAP World Services | $150,087,898 | 1,556 | $59,500 |
| Installed Building Products, LLC 401(k) Savings Plan and Trust | Installed Building Products | $137,656,051 | 2,943 | $53,500 |
| Eppendorf Holdings, Inc. 401(k) Plan | Eppendorf | $133,314,343 | 1,047 | $32,433 |
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.