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Original filing (PDF)20260302122810NAL0000706579001

NTFN, INC.

Form 5500
FILING_RECEIVED
NTFN, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.5 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
85
/ 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
86
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 3.5 months past the 10.5-month grace window.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NTFN, INC..
Plan sponsor
Name
NTFN, INC.
EIN
75-2725402
Address
6201 W. PLANO PARKWAY · PLANO, TX · 75093
Phone
(972) 759-5203
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
2026-03-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHN REZNICK, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

5 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INS CO OF AMERICA—GREENWOOD VILLAGE, CORECORDKEEPER$9K—
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
TCG ADVISORY SERVICES, LLC—AUSTIN, TXINVESTMENT ADVISOR$8K—
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
EMPLOYEE BENEFITS GROUP, LLC73-1554797—THIRD PARTY ADMIN$5K—
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
COHEN REZNICK, LLP—NEW YORK, NYAUDITOR$34K—
Other
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ADVISORY GROUP, LLC—GREENWOOD VILLAGE, COINVESTMENT MGMT$717—

Investments

1 pooled fund· $0

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.

InvestmentTypeCurrent value% of plan
PUTNAM STABLE VALUE FUND
PUTNAM · EIN 04-3159710 / PN 202
Common Collective Trust
$0—

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