Paul Aikins signed USI Consultants, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USI Consultants, Inc.'s EIN is 35-1372928.
Download the official 2024 Form 5500 (PDF) for USI Consultants, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USI Consultants, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $20.7M | 95.2% | |
| LARGE CAP GROWTH III FUND (AMERCENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $3.2M | 14.8% | |
| COLUMBIA DIVIDENT VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $2.4M | 10.9% | |
| INDEXSELECT MODERATE 2055 FUND CLR6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $2.2M | 10.3% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $1.4M | 6.4% | |
| INVESCO STABLE VALUE TRUST V INVESCO · EIN 84-0042974 / PN 001 | Common Collective Trust | — | — | $1.4M | 6.3% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $580K | 2.7% | |
| INDEXSELECT MODERATE 2035 FUND CLR6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $471K | 2.2% | |
| MFS INTNL GROWTH EQUITY (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $371K | 1.7% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $188K | 0.9% | |
| INDEXSELECT MODERATE 2045 FUND CLR6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $164K | 0.8% | |
| INDEXSELECT MODERATE 2065 FUND CLR6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $157K | 0.7% |
| AMERIPRISE FINANCIAL SERVICES |
| — |
| MINNEAPOLIS, MN |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT ADVANTAGE | — | AUBURN HILLS, MI | CONTRACT ADMIN | $3K | — |
