Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
USI Advisors Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 328 retirement plans with 100 or more participants reported paying USI Advisors Inc. $5,000 or more. Those plans cover 504,950 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $11.2M. Per plan, the median was $54.46 per participant, with the middle half of plans between $27.90 and $109. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Washington (44), Connecticut (31) and New York (29).
In 2009 it appeared on 13 such filings; in 2024, 333. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $27.90 | $54.46 | $109 |
| Compensation as a share of plan net assets | 0.06% | 0.10% | 0.18% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Team Public Choices 401(k) Plan | Team Public Choices, LLC | CA | 86,462 | $37.0M | $28K |
| National Veterinary Associates, Inc. 401(k) Plan | National Veterinary Associates, Inc. | CA | 52,955 | $809M | $107K |
| Medical Solutions 401(k) Plan | Medical Solutions, L.L.C. | NE | 27,153 | $496M | $55K |
| Ciena Healthcare Management, Inc. 401(k) Plan | Ciena Healthcare Management, Inc. | MI | 19,510 | $126M | $53K |
| Dycom Industries, Inc. Retirement Savings Plan | Dycom Industries, Inc. | FL | 16,902 | $402M | $9,522 |
| Stakeholder Payroll Services, LLC. 401(k) Plan | Stakeholder Payroll Services, LLC | KY | 11,586 | $120M | $91K |
| Installed Building Products, LLC 401(k) Savings Plan and Trust | Installed Building Products, LLC | OH | 10,367 | $138M | $54K |
| Spirit Airlines, Inc. Employee Retirement Savings Plan | Spirit Airlines, Inc. | FL | 9,771 | $296M | $14K |
| Protos Security 401(k) Plan | Security Services Holdings LLC | CT | 8,723 | $38.7M | $57K |
| Lego U.S. Retirement Plan | Lego Systems, Inc. | CT | 6,399 | $429M | $32K |
| Amtrust Retirement Plan | Amtrust North America Inc. | NY | 6,089 | $458M | $46K |
| Sound Physicians 401(k) Plan | Sound Inpatient Physicians, Inc. | WA | 5,920 | $556M | $80K |
| Ace Parking Management, Inc. 401(k) Savings Plan | Ace Parking Management, Inc. | CA | 4,881 | $28.2M | $30K |
| Tribal Casino Gaming Enterprise 401(k) Savings Plan | Tribal Casino Gaming Enterprise | NC | 4,654 | $159M | $62K |
| Avi Foodsystems, Inc. 401(k) Retirement Savings Plan | Avi Foodsystems Inc. | OH | 4,628 | $97.8M | $33K |
| Children's Hospital & Medical Center 403(b) Plan | Children's Hospital & Medical Center | NE | 4,541 | $457M | $76K |
| Fox Management Rehabilitation Services LLC 401(k) Plan | Fox Management Rehabilitation Services LLC | NJ | 4,447 | $122M | $65K |
| Blue Sprig Pediatrics, Inc. | Blue Sprig Pediatrics, Inc. | TX | 4,142 | $24.0M | $63K |
| HCC Insurance Holdings, Inc. 401(k) Plan | HCC Insurance Holdings, Inc. | TX | 3,764 | $561M | $82K |
| Crum & Forster Employee Savings Plan | U.S. Fire Insurance Co. | NJ | 3,511 | $591M | $56K |
| Tao Group Operating, LLC 401(k) Profit Sharing Plan and Trust | Tao Group Operating, LLC | NY | 3,243 | $26.1M | $30K |
| Avalara, Inc. 401(k) Plan | Avalara, Inc. | WA | 3,052 | $232M | $10K |
| Ringcentral Inc. | Ringcentral Inc. | CA | 2,911 | $228M | $88K |
| Columbia Hospitality 401(k) Plan | Columbia Hospitality, Inc. | WA | 2,862 | $43.8M | $43K |
| Terumo BCT, Inc. 401(k) Plan | Terumo Blood and Cell Technologies, Inc. | CO | 2,761 | $349M | $70K |
| Legacy Healthcare Services, Inc. 401(k) Plan | Legacy Healthcare Services, Inc. | NC | 2,747 | $38.9M | $46K |
| Four Winds Health Retirement Plan | Four Winds Health, LLC | GA | 2,672 | $42.6M | $35K |
| Geosyntec Consultants, Inc. and Subsidiaries 401(k) Retirement Plan | Geosyntec Consultants, Inc. | FL | 2,480 | $455M | $86K |
| Iap World Services Retirement Savings Plan | Iap World Services, Inc. | FL | 2,378 | $150M | $60K |
| Flatiron Construction Corp. 401(k) Profit Sharing Plan | Flatiron Construction Corp. | CO | 2,312 | $261M | $64K |
| University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan | University of Hartford | CT | 2,228 | $458M | $47K |
| Summit Medical Group, PLLC 401(k) Profit Sharing Plan | Summit Medical Group, PLLC | TN | 2,193 | $348M | $30K |
| Southland Holdings, LLC 401(k) Profit Sharing Plan | Southland Holdings, LLC | TX | 2,041 | $80.6M | $53K |
| Flynt Entities 401(k) Plan | Flynt Management Group LLC | CA | 2,007 | $34.4M | $25K |
| Pharmscript 401(k) Plan | PS Intermediate Holdco II LLC | MN | 1,991 | $29.5M | $29K |
| TPS Parking Management, LLC 401(k) Plan | TPS Parking Management, LLC | IL | 1,991 | $17.0M | $14K |
| Wacker Savings Plan | Wacker Chemical Corp. | MI | 1,982 | $231M | $66K |
| Aledade 401(k) Savings and Investment Plan | Aledade, Inc. | MD | 1,898 | $98.5M | $100K |
| Careoregon, Inc. 401(k) Plan | Careoregon, Inc. | OR | 1,852 | $188M | $30K |
| Dream Golf 401(k) Retirement Plan | MLK Consulting LLC | IL | 1,792 | $29.5M | $66K |
Questions and answers
How many plans does USI Advisors Inc. serve?
328 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay USI Advisors Inc.?
The median plan reported $54.46 per participant in direct and indirect compensation (327 plans reporting an amount), or 0.10% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (277 plans), Investment advisory (participants) (38 plans), Consulting (general) (19 plans) and Investment management (13 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.