Plan Snapshot
- Plan Sponsor: Usi Insurance Services LLC
- Sponsor EIN: 133771734
- Sponsor Address: 100 SUMMIT LAKE DRIVE, SUITE 400, VALHALLA, NY, 10595
- Plan Type: 401(k)
- Total Participants: 10,494
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,494 | $1.5B | $26.7M | $102.2M |
| 2023 | 10,251 | $1.3B | $22.3M | $97.0M |
| 2022 | 9,397 | $1.0B | $23.1M | $82.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDO USA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $381,454 | $162,379 | $7,200 | — | — |
| 2023 | $315,808 | $73,419 | $2,400 | — | — |
| 2022 | $647,846 | $3,160 | — | — | — |