What public Form 5500 filings show about the USI Consultants, Inc. 401(k) plan — and how to find and check your own account.
USI Consultants, Inc. (EIN 35-1372928) reports USI CONSULTANTS, INC 401(K) PLAN on its most recent Form 5500, with $21.8M in plan assets across 97 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full USI Consultants, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your USI Consultants, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERIPRISE FINANCIAL SERVICES, BENEFIT ADVANTAGE, EMPOWER ANNUITY INSURANCE CO OF AM.
