# Nfp Corp. 401(k) Plan
Source: https://planprovider.pro/companies/nfp-corp-401k-plan

> Nfp Corp.'s 401(k) plan: 6,644 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BDO USA LLP](https://planprovider.pro/provider/bdo-usa-pc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nfp-corp-401k-plan)

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