Jack Augenstein signed USG Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USG Services, LLC's EIN is 45-4658823.
Download the official 2024 Form 5500 (PDF) for USG Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USG Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $66K | — |
| INTAC ACTUARIAL SERVICES, INC. | 22-2446239 | — | RECORDKEEPER | $6K | — |
| NATIONWIDE | 31-4177100 | — | RECORDKEEPER | $5K | — |
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 pooled separate account] | Other | — | — | $6.4M | 64.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.2M | 32.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $1.0M | 10.1% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $966K | 9.7% | |
| EXPENSE BUDGET ACCOUNT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $879K | 8.8% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $536K | 5.4% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $353K | 3.5% | |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $347K | 3.5% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $346K | 3.5% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $326K | 3.3% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $306K | 3.1% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 236 | Pooled Separate Account | — | — | $182K | 1.8% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $139K | 1.4% | |
| [Assets held in participant loans] | Other | — | — | $128K | 1.3% | |
| AMERICAN FUNDS AMCAP RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 245 | Pooled Separate Account | — | — | $114K | 1.1% | |
| FIDELITY ADVISOR LEVERAGED COMPANY TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 243 | Pooled Separate Account | — | — | $111K | 1.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $109K | 1.1% | |
| AB HIGH INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 508 | Pooled Separate Account | — | — | $93K | 0.9% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $75K | 0.8% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $74K | 0.7% | |
| INVESCO SMALL CAP EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 533 | Pooled Separate Account | — | — | $71K | 0.7% | |
| INVESCO DEVELOPING MARKETS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 471 | Pooled Separate Account | — | — | $56K | 0.6% | |
| DELAWARE IVY ASSET STRATEGY RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 534 | Pooled Separate Account | — | — | $30K | 0.3% | |
| AMERICAN CENTURY INFLATION-ADJUSTED TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 262 | Pooled Separate Account | — | — | $17K | 0.2% |
