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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP CORP. Service code 27 200 PARK AVENUE · NEY YORK, NY 101660005 | Advisory (Plan) | $23,849 |
Filed as: CPI QUALIFIED PLAN CONSULTANT, INC Service code 15 · EIN 48-1205033 | Recordkeeping | $18,010 |
17 funds of $250K or more; 53 lines in all, holding $13.1M of the plan's $15.8M. From the 2025 filing. Recordkeeper: CPI Qualified Plan Consultants.
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares Morningstar U.S. Equity ETF BlackRock · ETF | $1.9M | 14.5% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF Index | $1.1M | 8.2% |
| iShares MSCI EAFE ETF BlackRock · ETF Index | $957K | 7.3% |
| iShares Morningstar Mid-Cap ETF BlackRock · ETF Index | $955K | 7.3% |
| Capital Income Builder Class R-4 Capital Group · Mutual fund | $847K | 6.5% |
| MetLife Series 25053 CL 75 MetLife · Collective trust | $745K | 5.7% |
| Science & Tech R Manager not matched · Other | $485K | 3.7% |
| Goldman Sachs Large Cap GR Insghts Inv Goldman Sachs · Mutual fund | $397K | 3.0% |
| Vanguard Interm-Term Bond ETF Mutual Fund Vanguard · ETF Index | $388K | 3.0% |
| Fidelity Enhanced Large Cap Growth ETF Fidelity (FMR) · ETF Index | $356K | 2.7% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.