# Usi Insurance Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/usi-insurance-services-llc-133771734-501

> Usi Insurance Services, LLC's 401(k) plan: 10,500 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Usi Insurance Services, LLC

- **Sponsor EIN:** 133771734

- **Sponsor Address:** 100 SUMMIT LAKE DRIVE, VALHALLA, NY, 10595

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 10,500

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|10,500|$0|$0|$0|

| 2023|10,418|$0|$0|$0|

| 2022|9,755|$0|$0|$0|

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