401k Record

Providers › NFP Retirement

NFP Retirement

Plans listing this provider

10

0.02% of the 56,420 plans with Schedule H financials; 9 in 2023

Assets of those plans

$841,417,531

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$139,725

50% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
26Investment advisory (participants)3
27Investment advisory (plan)3
55Other commissions2
99Other fees2
16Consulting (general)1
17Consulting (pension)1
50Direct payment from the plan1
70Consulting fees1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Principal Ease 401(k) PlanPrincipal Life Insurance $650,877,71227,194$35,456
Nlogic, Inc. 401(k) Retirement PlanNlogic $54,443,490541$0
Canvas, Inc. 401(k)Canvas $42,945,707654$0
El Dorado Furniture 401(k) PlanEl Dorado Furniture $26,930,783668$0
Bevilacqua Research Corporation 401(k) Plan and TrustBevilacqua Research $24,653,623258$0
Hisense USA Corporation 401(k) Profit Sharing Plan & TrustHisense USA $19,620,939280$46,613
Integra Financial Services LLC 401(k) Profit Sharing Plan & TrustIntegra Financial Services $5,757,429122$22,950
Facil North America Inc 401(k) Profit Sharing Plan & TrustFacil North America $5,499,002222$21,917
Syncro Retirement PlanSyncro $5,470,110122$12,789
Crossroads Medical Management 401(k) PlanCrossroads Medical Management $5,218,7361,275$0

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.