Nfi Group Participating Union 401(k) Plan
Sponsored by New Flyer Holdings, Inc. · EIN 980468607 · Plan #003
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 2,524
- With balances
- 1,717
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Participant loan processing | $137,494 |
| Aon Investments Usa Inc | Investment advisory (plan) | $36,996 |
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $21,220 |
| Miller Cooper & Co Ltd | Accounting | $3,500 |