· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
USI TECHNOLOGIES, INC. — USI TECHNOLOGIES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250820165215NAL0005964800001
USI TECHNOLOGIES, INC.
Form 5500-SF
FILING_RECEIVED
USI TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
68
Accounts w/ balance
103
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
USI TECHNOLOGIES, INC.
.
Find decision makers
Plan sponsor
Name
USI TECHNOLOGIES, INC.
EIN
20-3782982
Address
P.O. BOX 2870 · CAMARILLO, CA · 93011
Phone
(805) 665-8334
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
INTERACTIVE STRATEGIES, LLC
INTERACTIVE STRATEGIES, LLC 401(K) PLAN
$7.3M · 75 participants
FERGUSON ADVERTISING, INC.
FERGUSON ADVERTISING, INC. 401(K) PLAN
$7.3M · 57 participants
ZOOM MEDIA CORP.
ZOOM MEDIA CORP. RETIREMENT PLAN
$7.4M · 106 participants
THE JOHNSON GROUP, LLC
JOHNSON GROUP EMPLOYEE RETIREMENT PLAN
$7.3M · 62 participants
THE ICEBOX COOL STUFF LLC
THE ICEBOX COOL STUFF, LLC 401(K) PLAN
$7.4M · 120 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAMB, BRITT, GILMER & ASSOCIATES, INC.
LAMB, BRITT, GILMER & ASSOCIATES, INC. PROFIT SHAR
$7.4M · 35 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
