NFP Retirment

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,822

Total plan assets

$150.4M

Filings (rows)

Direct comp

$270

Indirect comp

$84K

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Hudson Valley Credit Union HVCU 401(k) Plan · all filings	POUGHKEEPSIE, NY	Advisor / Consultant	914	$78.6M	$0	$38K
Hudson Valley Credit Union HVCU 401(k) Plan · all filings	POUGHKEEPSIE, NY	Advisor / Consultant	836	$64.1M	$0	$46K
Saint Paul's School, Inc. Saint Paul's School 403(b) DC Plan · all filings	CLEARWATER, FL	Advisor / Consultant	72	$7.6M	$270	$0