Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › USI Securities Inc
USI Securities Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $49,639
Assets of those plans
$135,779,839
0.00% 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
$49,639
29% 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 |
|---|---|---|
| 55 | Other commissions | 9 |
| 27 | Investment advisory (plan) | 3 |
| 22 | Insurance agents and brokers | 1 |
| 26 | Investment advisory (participants) | 1 |
| 99 | Other fees | 1 |
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|---|---|---|---|---|
| Nextedge 401(k) Plan | NEN Holdings | $27,122,857 | 426 | $0 |
| Environmental Alternatives DBA EA Family Services 403(b) Plan | Environmental Alternatives DBA EA Family Services | $17,321,851 | 590 | $0 |
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| Star Manufacturing, LLC Profit Sharing/ 401(k) Plan and Trust | Star Manufacturing | $13,205,439 | 193 | $8,352 |
| Aerotec 401(k) Retirement Plan | Aerospace Testing Engineering & Certification | $10,812,490 | 174 | $12,274 |
| Submittable 401(k) Plan | Submittable Holdings | $10,687,207 | 200 | $0 |
| Hoskin & Muir Employees 401(k) Savings Plan | Hoskin & Muir | $10,488,433 | 617 | $0 |
| Pace-o-matic, Inc. 401(k) Profit Sharing Plan and Trust | Pace-o-matic | $9,923,594 | 202 | $0 |
| Elevate Aviation Group LLC 401(k) Profit Sharing Plan & Trust | Elevate Aviation Group | $7,069,841 | 231 | $16,168 |
| Mud Bay Retirement Plan | Mud Bay | $6,221,471 | 511 | $12,845 |
| Good Samaritan Hospice, Inc. 401(k) Plan | Good Samaritan Hospice | $3,878,030 | 168 | $0 |
| Ventura Medstaff LLC 401(k) Plan | Ventura Medstaff | $3,347,906 | 240 | $0 |
| Flextrude Aluminum Shapes 401(k) Plan | Flextrude Aluminum Shapes | $1,619,090 | 203 | $0 |
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.