Providers › USI Consulting Group

USI Consulting Group

Service provider, as named on Schedule C
EIN 061053228
Plan year 2024
Direct compensation reported $6,526,976

Plans listing this provider

173

0.31% of the 56,420 plans with Schedule H financials; 175 in 2023

Assets of those plans

$22,042,795,766

0.28% of all Schedule H plan assets

Plans where it is the recordkeeper

144

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Median direct compensation per participant, as recordkeeper

$52.80

across 139 plans that pay it 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
15	Recordkeeping and information management	123
37	Participant loan processing	109
64	Recordkeeping fees	98
65	Account maintenance fees	81
17	Consulting (pension)	79
63	Distribution (12b-1) fees	74
60	Sub-transfer agency fees	74
34	Valuation (appraisals etc.)	71

Largest plans served

Plan	Employer	Assets	Participants	Direct compensation
Lumen 401(k) Savings Plan	Lumen Technologies	$7,295,025,591	36,691	$50,822
Parsons Corporation Retirement Savings Plan	Parsons	$2,274,724,861	15,459	$16,380
Rentokil Initial USA 401(k) Plan	Rentokil North America	$1,310,045,153	28,305	$126,765
A&B Retirement Plan	Alston & Bird	$1,097,012,560	2,525	$9,956
Four Seasons Hotels Retirement Benefit Plan	Four Seasons Hotels Limited Pension & Profit Sharing Committee	$978,593,813	18,590	$185,396
HCR Manorcare Retirement Savings 401(k) Plan	Heartland Employment Services	$632,899,043	8,070	$24,807
Sound Physicians 401(k) Planrecordkeeper	Sound Inpatient Physicians	$556,965,930	5,920	$322,120
Day & Zimmermann Retirement Plan	Day & Zimmermann Group	$487,310,965	3,636	$5,000
Princess Cruises Retirement Savings Plan	Princess Cruise Lines	$352,613,807	2,226	$27,100
Axient 401(k) Planrecordkeeper	Axient	$318,773,869	2,679	$277,335
Colsa Corporation 401(k) Profit Sharing Planrecordkeeper	Colsa	$277,131,163	2,554	$108,354
Griffith Supplemental Retirement & Savings Planrecordkeeper	Griffith Foods Group	$261,519,669	1,235	$59,141
Transcore 401(k) Retirement Planrecordkeeper	TransCore	$230,225,542	2,383	$149,939
Holland America Line N.V. 401(k) Profit Sharing Plan	Holland America Line	$210,121,490	1,755	$19,000
C.H. Guenther & Son LLC 401(k) Plan	CH Guenther	$205,608,499	2,705	$31,833
Boyd Company 401(k) Plan	Boyd	$204,430,246	1,762	$76,384
NWN Carousel 401(k) Plan	Carousel Industries of North America	$194,283,631	1,640	$17,500
WIN Waste Innovations 401(k) Planrecordkeeper	Wheelabrator Technologies	$189,279,855	1,989	$102,615
Orthonj 401(k) Planrecordkeeper	Orthonj	$173,704,725	966	$15,255
Carter-jones Companies 401(k) Retirement Planrecordkeeper	Carter-jones Companies	$167,413,195	5,964	$82,477
Akebono Brake Corporation Retirement Savings Plan	Akebono Brake	$148,149,424	1,511	$53,733
A. W. Chesterton Company 401(k) Plan	A.W. Chesterton	$139,947,296	847	$50,276
National Organization of Industrial Trade Unions Individual Account Planrecordkeeper	National Organization of Industrial Trade Unions	$124,385,104	5,848	$266,847
The Woodbridge Group Retirement Savings Plan	Woodbridge Group	$111,272,612	2,068	$42,850
Delta Dental Plan of Michigan Employees' 401(k) Planrecordkeeper	Delta Dental Plan of Michigan	$106,273,370	1,234	$29,369

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.