Plan Snapshot
- Plan Sponsor: Nfp Corp.
- Sponsor EIN: 134029115
- Sponsor Address: 200 PARK AVENUE, NEW YORK, NY, 10166
- Plan Type: 401(k)
- Total Participants: 6,644
- Total Assets: $976.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,644 | $976.9M | $20.3M | $61.7M |
| 2023 | 6,281 | $827.6M | $18.4M | $56.9M |
| 2022 | 5,991 | $663.7M | $16.0M | $49.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $259,641 | — | $259,641 |
| WEALTHSPIRE ADVISORS LLC | NONE | $85,310 | — | $85,310 |
| BDO USA LLP | NONE | $36,177 | — | $36,177 |
| CHARLES SCHWAB & CO., INC. | NONE | $15,159 | — | $15,159 |
| LMCG INVESTMENTS LLC | NONE | $11,781 | — | $11,781 |
| AMI ASSET MANAGEMENT CORP | NONE | $9,030 | — | $9,030 |
| ENVESTNET ASSET MANAGEMENT INC | NONE | $7,171 | — | $7,171 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- BDO USA LLP — NONE
- CHARLES SCHWAB & CO., INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $424,269
- Estimated Expense Ratio: 0.043% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $431,912 | $136,169 | — | $36,177 | — |
| 2023 | $370,653 | $80,599 | $22,464 | — | — |
| 2022 | $337,372 | $48,787 | — | — | $27,946 |