Christine Lamour signed NFP Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NFP Corp.'s EIN is 13-4029115.
Download the official 2024 Form 5500 (PDF) for NFP Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NFP Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $260K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 13-3831584 | — | NONE | $85K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Charles Schwab Assets held in self-directed brokerage accounts, common stock, and registered investment companies | OTHER | — | — | $159.9M | 16.4% | |
| Collective Investment Trusts Blackrock Equity Index Fund | Common Collective Trusts | — | — | $129.3M | 13.2% | |
| CIT BLKRCK EQ IND FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $129.3M | 13.2% | |
| Great Gray flexPATH IDX Aggressive 2035 | Common Collective Trusts | — | — | $63.0M | 6.5% | |
| FLEX PATH AGGR 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $63.0M | 6.5% | |
| Great Gray Lg-Cap Grth | Other securities | — | — | $58.6M | 6.0% | |
| CLEARBRIDGE LRG CAP GRWT CIT GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $58.6M | 6.0% | |
| LARGE CAP VALUE FD CL I1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $54.4M | 5.6% | |
| Great Gray flexPATH IDX Aggressive 2045 | Common Collective Trusts | — | — | $47.9M | 4.9% | |
| FLEX PATH AGGR 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $47.9M | 4.9% | |
| Great Gray flexPATH IDX Moderate 2035 I1 | Common Collective Trusts | — | — | $42.6M | 4.4% | |
| FLEX PATH MODR 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $42.6M | 4.4% | |
| Registered Investment Companies American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $41.2M | 4.2% | |
| Dimensional Fund Advisors U.S. Targeted Value Fund | Mutual Funds | — | — | $35.0M | 3.6% | |
| BLACKROCK RUSSELL 2000 GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $33.2M | 3.4% | |
| Great Gray flexPATH IDX Aggressive 2055 | Common Collective Trusts | — | — | $30.3M | 3.1% | |
| FLEX PATH AGGR 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $30.3M | 3.1% | |
| Great Gray flexPATH Aggressive RT I1 | Other securities | — | — | $30.1M | 3.1% | |
| FLEX PATH AGGR RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $30.1M | 3.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $29.4M | 3.0% | |
| Great Gray flexPATH IDX Moderate RT I1 | Common Collective Trusts | — | — | $27.9M | 2.9% | |
| FLEX PATH MODR RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $27.9M | 2.9% | |
| JP Morgan Small Cap Growth R6 | Other securities | — | — | $25.6M | 2.6% | |
| Great Gray flexPATH IDX Moderate 2045 I1 | Common Collective Trusts | — | — | $25.3M | 2.6% | |
| FLEX PATH MODR 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $25.3M | 2.6% | |
| BLACKROCK US DEBT GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $22.8M | 2.3% | |
| BLKRCK MSCI ACWI EX-US IMI NL IND R BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $21.6M | 2.2% | |
| Great Gray flexPATH IDX Conservative RET | Common Collective Trusts | — | — | $19.1M | 2.0% | |
| FLEX PATH CNSRV RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $19.1M | 2.0% | |
| CORE BOND FUND CL I1 GREAT GRAY TRUST COMPANY · EIN 38-4065326 / PN 423 | Common Collective Trust | — | — | $18.3M | 1.9% | |
| Great Gray flexPATH IDX Conservative 2035 | Common Collective Trusts | — | — | $17.0M | 1.7% | |
| FLEX PATH CNSRV 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $17.0M | 1.7% | |
| Great Gray flexPATH IDX Moderate 2055 I1 | Common Collective Trusts | — | — | $11.7M | 1.2% | |
| FLEX PATH MODR 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $11.7M | 1.2% | |
| Participant Loans Interest rates ranging from 3.75% to 9.50% | Bonds / Notes | — | — | $10.4M | 1.1% | |
| INTL STOCK FD CL I1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $8.5M | 0.9% | |
| Great Gray flexPATH IDX Conservative 2045 | Common Collective Trusts | — | — | $5.3M | 0.5% | |
| FLEX PATH CNSRV 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $5.3M | 0.5% | |
| Great Gray flexPATH IDX Conservative 2055 | Common Collective Trusts | — | — | $3.8M | 0.4% | |
| FLEX PATH CNSRV 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $3.8M | 0.4% | |
| FLEX PATH PL AGGR 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $1.8M | 0.2% | |
| FLEX PATH PL MODR 2065 FD R1 GREAT GRAY TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $1.8M | 0.2% | |
| FLEX PATH PL CNSRV 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $900K | <0.1% | |
| FLEX PATH AGGR 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEX PATH CNSRV 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEX PATH MODR 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AMI ASSET MANAGEMENT CORP | 95-4446454 | — | NONE | $9K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA LLP | 13-5381590 | — | NONE | $36K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $15K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $12K | — |
