Nfp Corp. 401(k) Plan
Sponsored by Nfp Corp. · EIN 134029115 · Plan #001
- Total assets
- $977M
- Net assets
- $977M
- Active participants
- 6,644
- With balances
- 6,342
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 |
|---|---|---|
| Wealthspire Advisors Llc CRD 106181 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Ami Asset Management Corp CRD 110291 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $259,641 |
| Wealthspire Advisors Llc | Investment advisory (participants), Direct payment from the plan | $85,310 |
| Bdo Usa Llp | Accounting, Direct payment from the plan | $36,177 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $15,159 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $11,781 |
| Ami Asset Management Corp | Investment advisory (participants), Direct payment from the plan | $9,030 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $7,171 |