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AllocatorsInvestment consultantinvestment consultant

USI Advisors, Inc

Allocators

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Search this name across graphsid dfx:al:274b20d6-42b6-4c3b-b5e6-b75e6541e5dd

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 6:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 8
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

USI ADVISORS

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 17Form 5500 Schedule C
Public clients: 0
Advisory clients: 16
Institutional RAUM: $44BForm ADV
Discretionary RAUM: $2.4B
Pension plan clients (ADV): 845
Government clients (ADV): 107
Recommended commitments: 0derived
Latest client year end: Dec 31, 2025
CRD: 108113

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
The Retirement Plan of Dime Bank	Investment adviser	Jan 1, 2025	Dec 31, 2025	no	fact
Producers Retirement Plan Trust	Investment adviser	May 1, 2024	Apr 30, 2025	no	fact
The Academy of Natural Sciences Pension Plan	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
Ports America Pension Plan	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
Virginia Industries Retirement Plan	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
Iroquois Pipeline Operating Company Cash Balance Retirement Plan	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact
Hazen Paper Company Retirement Program	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact
Heritage Village Master Association, Inc. Retirement Income Plan	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact
Retirement Plan for Employees of Chicago Hardware & Fixture Company	Investment adviser	Oct 1, 2022	Sep 30, 2023	no	fact
The Defined Benefit Pension Plan of the Head Start Sponsoring Board	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
Rotterdam Ventures, Inc. Employees' Pension Plan	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
Defined Benefit Pension Plan of Keralink International	actuary	Jan 1, 2022	Dec 31, 2022	no	fact
Colt Retirement Defined Benefit Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Tribal Casino Gaming Enterprise Retirement Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Qualstar Credit Union Defined Benefit Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
The Academy of Natural Sciences Pension Plan	actuary	Jan 1, 2022	Dec 31, 2022	no	fact
Pension Plan for Employees of Republic Companies, Inc. and Certain Affiliates	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Food Marketplace, Inc. Pension Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (17)

← The Retirement Plan of Dime BankPlanInvestment adviser
Jan 1, 2025 to Dec 31, 2025factForm 5500
← Rotterdam Ventures, Inc. Employees' Pension PlanPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← The Defined Benefit Pension Plan of the Head Start Sponsoring BoardPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Retirement Plan for Employees of Chicago Hardware & Fixture CompanyPlanInvestment adviser
Oct 1, 2022 to Sep 30, 2023factForm 5500
← Food Marketplace, Inc. Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Colt Retirement Defined Benefit PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Tribal Casino Gaming Enterprise Retirement PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Qualstar Credit Union Defined Benefit PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← The Academy of Natural Sciences Pension PlanPlanactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Pension Plan for Employees of Republic Companies, Inc. and Certain AffiliatesPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Defined Benefit Pension Plan of Keralink InternationalPlanactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Iroquois Pipeline Operating Company Cash Balance Retirement PlanPlanInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Hazen Paper Company Retirement ProgramPlanInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Heritage Village Master Association, Inc. Retirement Income PlanPlanInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500
← Producers Retirement Plan TrustPlanInvestment adviser
May 1, 2024 to Apr 30, 2025factForm 5500
← Virginia Industries Retirement PlanPlanInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500
← Ports America Pension PlanPlanInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500

Manages for (4)

→ Retirement Plan of Natural Resources Defense Council, Inc.PlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Ziply Fiber Pension PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Ports America Pension PlanPlanInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500
→ Richmond Univ Medical Center Pension Plan for Employees Represented by NysnaPlanInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
USI Advisors, Inc appears on Virginia Industries Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 5 days ago
Occurred
Dec 31, 2024
Consultant changed
USI Advisors, Inc. appears on Producers Retirement Plan Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
USI Advisors, Inc. appears on Hazen Paper Company Retirement Program's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
USI Advisors, Inc. appears on The Retirement Plan of Dime Bank's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
USI Advisors, Inc appears on Heritage Village Master Association, Inc. Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
USI Advisors, Inc. no longer appears on Qualstar Credit Union Defined Benefit Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Manager relationship started
USI Advisors appears on Ports America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 5 days ago
Occurred
Dec 31, 2023
Consultant changed
USI Advisors, Inc appears on Iroquois Pipeline Operating Company Cash Balance Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 5 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:274b20d6-42b6-4c3b-b5e6-b75e6541e5dd
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.