Gresford Gray signed USC Consulting Group LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USC Consulting Group LP's EIN is 23-1953580.
Download the official 2024 Form 5500 (PDF) for USC Consulting Group LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USC Consulting Group LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | -$5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISOR | $17K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement Fund R6 a | Mutual Funds | — | — | $3.6M | 27.2% | |
| American Funds 2030 Target Date Retirement Fund R6 a | Mutual Funds | — | — | $2.4M | 17.9% | |
| American Funds 2035 Target Date Retirement Fund R6 a | Mutual Funds | — | — | $1.2M | 9.3% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $943K | 7.2% | |
| American Funds 2020 Target Date Retirement Fund R6 a | Mutual Funds | — | — | $794K | 6.0% | |
| American Funds 2040 Target Date Retirement Fund R6 a | Mutual Funds | — | — | $712K | 5.4% | |
| Fidelity 500 Index Fund a | Common Collective Trusts | — | — | $692K | 5.3% | |
| JPMorgan Large Cap Growth Fund R6 a | Other securities | — | — | $583K | 4.4% | |
| American Funds 2060 Target Date Retirement Fund R6 a | Mutual Funds | — | — | $308K | 2.3% | |
| American Funds 2010 Target Date Retirement Fund R6 a | Mutual Funds | — | — | $265K | 2.0% | |
| American Funds 2055 Target Date Retirement Fund R6 a | Mutual Funds | — | — | $259K | 2.0% | |
| American Funds 2045 Target Date Retirement Fund R6 a | Mutual Funds | — | — | $255K | 1.9% | |
| American Funds 2065 Target Date Retirement Fund R6 a | Mutual Funds | — | — | $244K | 1.9% | |
| American Funds 2050 Target Date Retirement Fund R6 a | Mutual Funds | — | — | $167K | 1.3% | |
| American Funds American High-Income Trust R6 a | Mutual Funds | — | — | $164K | 1.2% | |
| Goldman Sachs GQG Ptnrs Intl Opportunities Institutional a | Other securities | — | — | $133K | 1.0% | |
| Participant loans maturity dates from August 2025 to June 2029 - | Participant loans | — | — | $105K | 0.8% | |
| Fidelity U.S. Bond Index Fund a | Common Collective Trusts | — | — | $103K | 0.8% | |
| Loomis Sayles Investment Grade Bond Fund N a | Other securities | — | — | $92K | 0.7% | |
| Invesco Small Cap Value Fund R6 a | Mutual Funds | — | — | $68K | 0.5% | |
| Money Market Fund * Fidelity Government Money Market Fund K6 a | Mutual Funds | — | — | $39K | 0.3% | |
| Fidelity Mid Cap Index Fund a | Common Collective Trusts | — | — | $34K | 0.3% | |
| Fidelity Small Cap Index Fund a | Common Collective Trusts | — | — | $16K | 0.1% | |
| American Funds American Mutual Fund R6 a | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity International Index Fund a | Common Collective Trusts | — | — | $10K | <0.1% | |
| Black Rock Mid Cap Value Fund Institutional Shares a | Other securities | — | — | $10K | <0.1% | |
| PGIM Jennison Small Company Fund R6 a | Common Stocks | — | — | $3K | <0.1% | |
| American Funds New World Fund R6 a | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
