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Original filing (PDF)20251011151424NAL0004797027001
NFP CORP.
Form 5500
FILING_RECEIVED
NFP CORP. 401(K) PLAN
401(k) retirement plan
Signals · 3
16% employer stockNo recordkeeper disclosed7 service providers
Active participants
6,644
Accounts w/ balance
6,342
Plan assets (EOY)
$976.9M
Net assets (EOY)
$976.9M
How this plan invests
This plan
27 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
88
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- 16% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NFP CORP..
Plan sponsor
Name
NFP CORP.
EIN
13-4029115
Address
200 PARK AVENUE · SUITE 3202 · NEW YORK, NY · 10166
Phone
(212) 301-4000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA. P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $260K | — |
| WEALTHSPIRE ADVISORS LLC | 13-3831584 | — | NONE | $85K | — |
| BDO USA LLP | 13-5381590 | — | NONE | $36K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $15K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $12K | — |
| AMI ASSET MANAGEMENT CORP | 95-4446454 | — | NONE | $9K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $7K | — |
Investments
19 direct securities · 27 pooled funds· $1.5B(100% of reported assets)
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.
Common Collective Trust
$704.7M
27 holdings
Uncategorized
$624.1M
18 holdings
OTHER
$159.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $41.2M | 4.2% | |
| Dimensional Fund Advisors U.S. Targeted Value Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $25.6M | 2.6% | |
| Great Gray flexPATH IDX Moderate 2045 I1 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% |