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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,702 |
20 funds of $250K or more; 19 lines in all, holding $80.1M of the plan's $84.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $30.0M | 37.5% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $29.9M | 37.3% |
| Great Gray Large Cap Growth Fund II Great Gray · Mutual fund | $3.9M | 4.9% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 4.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 3.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.4M | 3.0% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $1.7M | 2.2% |
| T. Rowe Price Institutional International Disciplined Equity F T. Rowe Price · Mutual fund | $1.3M | 1.6% |
| MidCap Account (I) Principal · Mutual fund | $863K | 1.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $773K | 1.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.