401(k) Monitor

USI Consulting Group 401(k) plans and fees

Source: Schedule C of Form 5500 filings, form year 2024, DOL EFAST2 bulk data · DOL EFAST2 ↗

Filings lag by design: a plan can file up to 9½ months after its year ends, so this is the newest data on file. Why filings lag

USI Consulting Group recordkeeps 121 of the 50,598 large 401(k) plans with an identified recordkeeper in form-year-2024 Form 5500 filings, a 0.2% plan share covering 95,961 participants.

$85.35

Median plan-paid administrative cost per participant across the 120 published plans recordkept by USI Consulting Group with computable fee data, form-year-2024 filings.

$36.82 below the $122.17 median across all 54,782 published plans with fee data.

How many 401(k) plans does USI Consulting Group recordkeep?

Plan figures from Schedule C across all form-year-2024 filings, the same set as the 121 plans published here naming USI Consulting Group. Assets and participants as filed.
Plans recordkept, full universeOf 50,598 form-year-2024 filings with an identified recordkeeper.121
Plan share0.2%
Participants in those plans95,961
Participant share0.1%
Plans on file at 401(k) MonitorOf the 57,824 plans in the form-year-2024 data.121
Participants in those plans95,961
Assets in those plans$5.1B

A plan counts toward USI Consulting Group only when its Schedule C names a provider the pipeline could map to this brand. A filing naming a provider it could not map is counted in nobody’s book, so every count here is a lower bound rather than a full book.

What do 401(k) plans recordkept by USI Consulting Group pay in fees?

The median plan-paid administrative cost across the 120 published plans recordkept by USI Consulting Group is $85.35 per participant, against $122.17 across all 54,782 published plans with fee data. 79 of the 120 (66%) pay less than that all-plans median.

These are plan-paid expenses from Schedule H only. Fees the sponsor pays directly, and fees embedded in fund expense ratios, never appear here, so every figure is a floor, not the all-in cost. The recordkeeper is one of several providers a plan pays. 1 of the 121 published plans report no computable plan-paid cost and are excluded from the median. How to read your own plan’s number: are your 401(k) fees high?

Which are the biggest 401(k) plans USI Consulting Group administers?

The 3 plans naming USI Consulting Group as recordkeeper that have a page here, most active participants first, out of 121 naming it in the form-year-2024 file.
#PlanActive participantsAssetsPlan-paid cost / participant
1Paradies Lagardere 401(k) Plan7,459$66.7M$9.52
2Shore Line Delivery Employees' Profit Sharing Plan125$17.2M$39.03
3Microsystems Automation Group Retirement Plan32$9.2M$112.07

Each linked page shows the plan’s full fee breakdown and its percentile among plans of the same size.

Source

DatasetDOL EFAST2 Form 5500 bulk data (FOIA)
Form year2024
Recordkeeper identificationService code 15 or 64; the mapping from raw filing names to brands is ours.Schedule C, Part I, Item 2
Dataset last refreshedJuly 28, 2026

Bulk dataset at askebsa.dol.gov ↗ · How the recordkeeper is identified

Cite this page

401(k) Monitor, "USI Consulting Group 401(k) plans and fees", computed from DOL EFAST2 Form 5500 bulk data, form year 2024.