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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $44,254 |
17 funds of $250K or more; 18 lines in all, holding $15.5M of the plan's $15.6M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: BlackRock LifePath Index, other, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Insurance contract Target-date, 9 vintages | $8.8M | 57.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.9M | 12.0% |
| Fully Benefit-Responsive Investment Contract: Voya Retirement Insurance and Annuity Company Voya · Insurance contract Recordkeeper's own fund | $836K | 5.4% |
| Pioneer Fundamental Growth Fund: Class K Victory Capital · Insurance contract | $747K | 4.8% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Insurance contract | $580K | 3.7% |
| Eupac Fund Class R-6 Capital Group · Insurance contract | $507K | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $403K | 2.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $403K | 2.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Insurance contract Index | $368K | 2.4% |
| Voya Intermediate Bond Fund Class R6 Voya · Insurance contract Recordkeeper's own fund | $259K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.