Usc Consulting Group, Lp 401(k) Plan: Login, Facts & Contact Information

Usc Consulting Group, Lp 401(k) Plan Facts

Plan name
USC PROFIT SHARING/401(K) RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
USC CONSULTING GROUP LP
Participants
110 (48 active employees)
Former employees with a balance
43
Plan assets
$13,182,823 at Dec 31, 2024
Average account balance
$148,122 across 89 accounts
Employer contributions
$374 in plan year 2024 (0% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1984
— Employer contributions✓ Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $667,919 went into the plan in contributions, $374 of it from the employer (0%).
  • $5.90 million was paid out to participants.
  • Investment and other income added $1.46 million.
  • Administrative expenses were $11,511, about $129 per account.

How the Usc Consulting Group, Lp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019139$28.2 million$276,533$365,593
2020153$25.7 million$205,759$6.36 million
2021138$22.2 million$149,454$7.30 million
2022125$16.2 million$209,759$3.61 million
2023139$17.0 million$95,920$1.30 million
2024110$13.2 million$374$5.90 million

Usc Consulting Group, Lp 401(k) Contact Information

Phone
813-636-4004
Mailing address
3000 BAYPORT DRIVE SUITE 1010, TAMPA FL 33607
Plan sponsor
USC CONSULTING GROUP LP
Employer identification number (EIN)
23-1953580
Plan number
002

Questions about the Usc Consulting Group, Lp 401(k)

Does Usc Consulting Group, Lp contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $374 in employer contributions for plan year 2024.

Does the Usc Consulting Group, Lp 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Usc Consulting Group, Lp 401(k) plan?

110 participants at the start of plan year 2024, 48 of them active employees, and 43 former employees who still had money in the plan.

What is the average 401(k) balance at Usc Consulting Group, Lp?

About $148,122 per account: $13.2 million in plan assets across 89 accounts with a balance at the end of plan year 2024.

Who manages the Usc Consulting Group, Lp 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Usc Consulting Group, Lp. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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