Plan Ledger DOL Form 5500 · updated monthly

Usi Consultants, Inc401(k)

USI CONSULTANTS, INC 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Usi Consultants, Inc reported $2,138 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,630 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 529th-largest of 1,562 plans among Indiana employers on file, and the 5,238th of 11,654 in professional & technical services. In 2024, the employer put in $1.20 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$21,781,638
Participants with balances130
Active participants97
Employer contributions$837,064
Employee contributions$696,846
Employer contribution per active participant$8,630
Average account balance$167,551
Benefits paid to participants$571,884
Plan auditUnmodified (clean) audit opinion
AuditorRETIREMENT PLAN AUDIT SERVICES, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$490
Investment management$1,648
Total administrative$2,138
The Usi Consultants, Inc 401(k) match · 2024
Employer contribution per active participant$8,630
Median for plans this size$2,416

Usi Consultants, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
THE BENEFIT ADVANTAGE · Contract administrator$2,550
EMPOWER ADVISORY GROUP LLC · Investment management$1,648
AMERIPRISE FINANCIAL SERVICESindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$2,138 · 0.01%
Similar plansProfessional & Technical Services · Indiana
Tri Star Engineering Inc. IN$22.8M · 0.02%
Gyansys, Inc. IN$22.3M · 0.03%
Kruggel, Lawton & Co., LLC IN$20.6M · 0.44%
Cso Architects, Inc. IN$20.4M · 0.38%
Hannum, Wagle & Cline, Inc. IN$20.3M · 0.02%
Flexware Innovation, Inc. IN$19.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351372928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.