NFP
advisor206 known aliases resolved via the canonical alias map
Market position · 2024
Plans served702+32 YoYRank #36 of mapped providers
Assets under administration$116.9B0.1%Market share · rank #113
Fees received$29MMedian $32,836/planSum across Schedule C direct + indirect
Net wins YoY+39174 won · 135 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical NFP plan look like?
Service mix · median fees per plan
Count of plans where NFP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Investment advisory (plan)Code 27 | 465 | $35,606 | |
Other feesCode 99 | 62 | $25,309 | |
Other fees; Consulting (general)Code 16 | 47 | $30,000 | |
Participant communication; Investment advisory (plan); Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 41 | $24,000 | |
Other fees; Investment management; Direct payment from the planCode 28 | 21 | $36,750 | |
Plan Administrator; Contract AdministratorCode 13 | 20 | $10,523 | |
Investment management fees paid directly by plan; Investment advisory (plan); Investment advisory (participants); Participant loan processing; Consulting (pension); Participant communication; Investment management; Accounting (including auditing); Direct payment from the planCode 10 | 14 | $24,659 | |
Other services; Other feesCode 49 | 7 | $3,326 |
Competitor overlap
Percent of NFP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under NFP.
| Sponsor | From | Assets |
|---|---|---|
NVR, INC.VA · 541394360-334 | Fidelity Investments | $1.3B |
NVR, INC.VA · 541394360-333 | Fidelity Investments | $1.0B |
ACI WORLDWIDE CORPNE · 470567215-002 | Fidelity Investments | $612M |
DELEK US HOLDINGS, INC.TN · 522319066-001 | Strategic Advisers | $392M |
PALO ALTO FOUNDATION MEDICAL GROUP, INC.CA · 510656809-007 | Ascensus | $362M |
TRUSTEES OF PHILLIPS ACADEMYMA · 042103579-001 | TIAA | $349M |
RPC, INC.FL · 592707333-003 | Empower | $326M |
MASONITE CORPORATIONFL · 640198020-101 | Charles Schwab | $324M |
UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC.MD · 521398513-002 | Fiduciary Plan Consultants LLC | $296M |
CHESAPEAKE UTILITIES CORPORATIONDE · 510064146-002 | Fidelity Investments | $220M |
Plans lost in 2024
Appeared last year under NFP; not this year.
| Sponsor | To | Assets |
|---|---|---|
NETJETS AVIATION, INC.OH · 310682096-001 | Novapoint Capital LLC | $2.1B |
IHEART COMMUNICATIONS, INC.TX · 741787539-001 | NF Retirement Inc | $1.3B |
PAYCHEX RETIREMENT LLCNY · 853275179-001 | Keith McBride Financial Services | $1.1B |
NETJETS INC.OH · 510383060-001 | Envestnet | $702M |
DELTA DENTAL OF CALIFORNIACA · 941461312-002 | Charles Schwab | $626M |
SURGICAL CARE AFFILIATES, LLCMN · 208922307-001 | Fidelity Investments | $582M |
ANDERSEN TAX LLCCA · 331197384-001 | Vanguard | $283M |
PUBLIC HEALTH INSTITUTECA · 941646278-002 | Fiduciary Benefits Group Inc. | $246M |
ALAMO GROUP INC.TX · 742149829-001 | Fidelity Investments | $218M |
ALTAMED HEALTH SERVICES CORPORATIONCA · 952810095-001 | G.W. Sherwold Associates, Inc. | $211M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FORD MOTOR COMPANYMI · 380549190-001 | $17.8B | 138,666 | $684,359 | 10y | - |
FORD MOTOR COMPANYMI · 380549190-002 | $12.1B | 54,619 | $344,392 | 10y | - |
ADP TOTALSOURCE GROUP, INC.FL · 592452823-001 | $9.2B | 335,802 | $253,225 | 9y | 1 |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $101,229 | 10y | - |
ALBERTSONS COMPANIES, INC.CA · 475579477-002 | $8.0B | 236,172 | $173,000 | 7y | 1 |
SEAGATE U.S. LLCCA · 770545987-001 | $2.3B | 6,861 | $27,500 | 5y | - |
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | $2.1B | 22,897 | $77,520 | 2y | - |
WOOD GROUP U.S. HOLDINGS, INC.TX · 760688757-001 | $2.1B | 14,256 | $74,990 | 9y | 1 |
ATRIUS MSO, LLCMN · 871803974-001 | $1.6B | 10,541 | $2,000 | 2y | 2 |
SEALED AIR CORPORATIONNC · 650654331-002 | $1.5B | 9,675 | $85,000 | 6y | 1 |
Flag exposure
83.5%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (206)
Raw Schedule C names collapsed into NFP.
- FONTANA LITHOGRAPH, INC.,DBA MOSAIC
- FONTICA BUSINESS SOLUTIONS, INC.
- FOOT LOCKER
- FOOTHILL SECURITIES
- FOOTHILL SECURITIES INC
- FOOTHILL SECURITIES, INC
- FOOTHILL SECURITIES, INC.
- FOOTHILLS ASSET MANAGEMENT
- FOOTHILLS ASSET MANAGEMENT LTD
- FOOTHILLS ASSET MANAGEMENT LTD.
- FOOTHILLS CONSULTING GROUP INC.
- FORCE CAPITAL II LTD
- FORD MOTOR COMPANY
- FORD, GARRETT M.
- FORD, MARLENE V
- FORDHARRISON
- FOREFRONT ANALTYICS
- FOREFRONT ANALYTICS
- FOREFRONT ANALYTICS LLC
- FOREFRONT ANALYTICS, LLC
- FOREIGN ENTITY
- FOREMOST COMMUNICATIONS
- FOREMOST GRAPHICS GROUP
- FOREMOST GRAPHICS GROUP LLC
- FOREMOST GRAPHICS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for NFP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 23 | 3.28% | 7.76% | -4.49 pp |
| Fidelity bond gap | 23 | 3.28% | 26.94% | -23.66 pp |
| Late contributions | 183 | 26.07% | 1.71% | +24.36 pp |
| Failed to provide benefit | 23 | 3.28% | 0.14% | +3.14 pp |
| Corrective distributions | 191 | 27.21% | 1.76% | +25.45 pp |
| Loss discovered | 1 | 0.14% | 0.00% | +0.14 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with NFP. Compare to the incumbent market share (1.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.0 pp vs incumbent
Frequent partners by role
Who else shows up on NFP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Lavine, Lofgren, Morris & Engelberg | 2 | 0.3% |
| Venable LLP | 2 | 0.3% |
| Anderson Smith & Wike PLLC | 1 | 0.1% |
| Baker & Hostetler LLP | 1 | 0.1% |
| Chance Gay & Cieglo PLLC | 1 | 0.1% |
| Dorsey & Whitney LLP | 1 | 0.1% |
| Farber Haas Hurley LLP | 1 | 0.1% |
| Fredrikson & Byron PA | 1 | 0.1% |
| Ham Langston & Brezina LLP | 1 | 0.1% |
| Haynes & Boone LLP | 1 | 0.1% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).