Pavan Bhalla signed USIC, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USIC, LLC's EIN is 26-2212803.
Download the official 2024 Form 5500 (PDF) for USIC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USIC, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $483K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Account 479,574 units | Mutual Funds | — | $480K | $25.9M | 12.5% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $25.9M | 12.5% | |
| Vanguard Target Retirement 2040 Account 415,935 units | Mutual Funds | — | $416K | $24.1M | 11.6% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $24.1M | 11.6% | |
| Vanguard Target Retirement 2030 Account 468,571 units | Mutual Funds | — | $469K | $23.9M | 11.6% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $23.9M | 11.6% | |
| Vanguard Target Retirement 2045 Account 307,556 units | Mutual Funds | — | $308K | $18.6M | 9.0% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $18.6M | 9.0% | |
| Vanguard Target Retirement 2050 Account 263,391 units | Mutual Funds | — | $263K | $16.2M | 7.9% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $16.2M | 7.9% | |
| Vanguard Target Retirement 2025 Account 278,917 units | Mutual Funds | — | $279K | $13.8M | 6.7% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $13.8M | 6.7% | |
| Vanguard Target Retirement 2055 Account 156,639 units | Mutual Funds | — | $157K | $12.9M | 6.3% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $12.9M | 6.3% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $38K | $10.2M | 4.9% | |
| Vanguard Target Retirement 2060 Account 126,092 units | Mutual Funds | — | $126K | $8.2M | 4.0% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.2M | 4.0% | |
| JP Morgan Large Cap Growth R6 Fund 84,989 shares | Other securities | — | $85K | $7.1M | 3.4% | |
| Maturing May 2025 to February 2055 | Other securities | — | — | $6.9M | 3.3% | |
| Collective Investment Trusts Vanguard Target Retirement 2020 Account 101,351 units | Common Collective Trusts | — | $101K | $4.8M | 2.3% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.8M | 2.3% | |
| Reliance MetLife Stable Value Account 22,186 units | Stable Value | — | $22K | $3.9M | 1.9% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.9% | |
| Vanguard Total International Stock Index Fund Admiral 103,833 shares | Common Collective Trusts | — | $104K | $3.3M | 1.6% | |
| Fidelity Advisor Small Cap Growth Fund 85,365 shares | Mutual Funds | — | $85K | $2.9M | 1.4% | |
| Vanguard Target Retirement 2065 Account 70,775 units | Mutual Funds | — | $71K | $2.8M | 1.4% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.8M | 1.4% | |
| Dodge & Cox Income Fund 223,417 shares | Mutual Funds | — | $223K | $2.8M | 1.3% | |
| Vanguard Mid Cap Index Fund Admiral 8,281 shares | Common Collective Trusts | — | $8K | $2.7M | 1.3% | |
| Vanguard Windsor II Fund Admiral 28,944 shares | Mutual Funds | — | $29K | $2.3M | 1.1% | |
| Vanguard Small Cap Index Fund Admiral 18,157 shares | Common Collective Trusts | — | $18K | $2.1M | 1.0% | |
| BlackRock High Yield Bond Fund K 255,829 shares | Other securities | — | $256K | $1.8M | 0.9% | |
| American Funds EuroPacific Growth Fund R6 28,082 shares | Mutual Funds | — | $28K | $1.5M | 0.7% | |
| Vanguard Target Retirement Income Account 29,356 units | Mutual Funds | — | $29K | $1.3M | 0.6% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| Vanguard Mid-Cap Growth Index Admiral Fund 11,702 shares | Mutual Funds | — | $12K | $1.3M | 0.6% | |
| PIMCO Real Return Institutional Fund 105,140 shares | Mutual Funds | — | $105K | $1.0M | 0.5% | |
| Victory Sycamore Established Value Fund 21,764 shares | Other securities | — | $22K | $1.0M | 0.5% | |
| DFA US Targeted Value Fund I 25,728 shares | Mutual Funds | — | $26K | $884K | 0.4% | |
| Vanguard Target Retirement 2070 Account 15,067 units | Mutual Funds | — | $15K | $369K | 0.2% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $369K | 0.2% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
