LENA Ottusch signed USI Insurance Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USI Insurance Services LLC's EIN is 13-3771734.
Download the official 2024 Form 5500 (PDF) for USI Insurance Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USI Insurance Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $219K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $162K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $198.3M | 12.9% | |
| Fidelity Investments * Blue Chip Growth Pool | Mutual Funds | — | — | $188.4M | 12.3% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $188.4M | 12.3% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $181.2M | 11.8% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $159.9M | 10.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $145.9M | 9.5% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $70.6M | 4.6% | |
| Prudential Retirement Insurance & Annuity Co. Guaranteed Income Fund | Insurance Contracts | — | — | $68.8M | 4.5% | |
| Fidelity Investments * Fidelity Advisor Technology Z | Mutual Funds | — | — | $68.5M | 4.5% | |
| Collective Investment Trusts Boston Partners Large Cap Value | Common Collective Trusts | — | — | $52.8M | 3.4% | |
| BP LG CAP VAL EQ CIT BOSTON COMPANY ASSET MGMT, LLC · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $52.8M | 3.4% | |
| Pioneer Investments Bond | Other securities | — | — | $50.1M | 3.3% | |
| John Hancock Disciplined Value Mid Cap | Other securities | — | — | $41.7M | 2.7% | |
| Invesco Funds Global | Mutual Funds | — | — | $39.1M | 2.5% | |
| American Funds Income Fund of America | Mutual Funds | — | — | $38.8M | 2.5% | |
| JP Morgan Funds Mid Cap Growth | Other securities | — | — | $34.2M | 2.2% | |
| Dodge & Cox Funds International Stock | Mutual Funds | — | — | $31.4M | 2.0% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $30.6M | 2.0% | |
| Franklin Templeton Small Cap Value | Mutual Funds | — | — | $28.0M | 1.8% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $28.0M | 1.8% | |
| Vanguard Institutional FTSE All-World ex-US Index | Mutual Funds | — | — | $22.0M | 1.4% | |
| PIMCO Funds High Yield | Mutual Funds | — | — | $15.8M | 1.0% | |
| Great Gray Trust Company Small Cap Growth | Common Stocks | — | — | $15.7M | 1.0% | |
| GENEVA SM CP GR B GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116861 / PN 518 | Common Collective Trust | — | — | $15.7M | 1.0% | |
| Vanguard Institutional Extended Market Index | Mutual Funds | — | — | $12.9M | 0.8% | |
| PIMCO Funds Diversified Income | Mutual Funds | — | — | $8.4M | 0.5% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.4% | |
| Vanguard Institutional Federal Money Market Fund | Mutual Funds | — | — | $3.0M | 0.2% | |
| Money Market Funds Pioneer Investments U.S. Government Money Market | Cash / Money Market | — | — | $108K | <0.1% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
