Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
NFP Retirement Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
NFP Retirement Inc. is named as a service provider on the Schedule C of 688 retirement plans with 100 or more participants for plan year 2024, covering 1,520,245 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $28.0M. Per plan, the median was $61.41 per participant, with the middle half of plans between $23.91 and $122. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (145), Florida (61) and Texas (53).
In 2009 it appeared on 40 such filings; in 2024, 691. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $23.91 | $61.41 | $122 |
| Compensation as a share of plan net assets | 0.05% | 0.12% | 0.23% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| ADP Totalsource Retirement Savings Plan | ADP Totalsource Group, Inc. | FL | 335,802 | $9.19B | $253K |
| Albertsons Companies 401(k) Plan | Albertsons Companies, Inc. | CA | 236,172 | $8.03B | $173K |
| University of Maryland Medical System 403(b) Retirement Savings Plan | University of Maryland Medical System Corporation | MD | 30,235 | $730M | $13K |
| Envoy Air Inc. 401(k) Plan | Envoy Air Inc. | TX | 27,975 | $744M | $92K |
| Amn Healthcare 401(k) Retirement Savings Plan | Amn Healthcare, Inc. | TX | 23,247 | $417M | $100K |
| Buildwise | Plan Professionals, LLC | NJ | 16,629 | $650M | $14K |
| Ralph Lauren Corporation 401(k) Plan | Ralph Lauren Corporation | NJ | 15,021 | $827M | $91K |
| Hospital Housekeeping Systems 401(k) Benefit Plan | Hospital Housekeeping Systems, LLC | TX | 14,748 | $35.5M | $36K |
| Wood 401(k) Plan | Wood Group U.S. Holdings, Inc. | TX | 14,256 | $2.11B | $75K |
| Ensemble Retirement Savings Plan 401(k) | Ensemble Health Partners Holdings, LLC | OH | 14,235 | $269M | $50K |
| Great Wolf Resorts 401(k) Plan | Great Lakes Services, LLC | IL | 13,368 | $62.2M | $71K |
| Big Y Foods, Inc. 401(k) Retirement Savings Plan | Big Y Foods, Inc. | MA | 12,052 | $574M | $50K |
| Iheart Media, Inc. 401(k) Savings Plan | Iheart Communications, Inc. | TX | 11,747 | $1.45B | $93K |
| Five Below 401(k) Retirement Savings Plan | Five Below, Inc. | PA | 11,041 | $87.8M | $87K |
| Umms Voluntary 403(b) Plan | University of Maryland Medical System Corporation | MD | 10,604 | $793M | $19K |
| Atrius 401(k) Retirement Savings Plan | Atrius Mso, LLC | MN | 10,541 | $1.61B | $2,000 |
| Americold Logistics Employee Savings and Investment Plan | Americold Logistics LLC | GA | 10,502 | $320M | $50K |
| Sealed Air Corporation 401(k) and Profit Sharing Plan | Sealed Air Corporation | NC | 9,675 | $1.51B | $85K |
| Gruma Corporation Retirement Savings Plan | Gruma Corporation | TX | 9,662 | $346M | $41K |
| University of Maryland Medical System 401(a) Defined Contribution Plan | Univ of Maryland Medical System Corporation | MD | 9,651 | $515M | $13K |
| Baker Tilly Advisory Group Parent, LP Savings Plan | Baker Tilly Advisory Group Parent, LP | IL | 9,464 | $1.32B | $59K |
| The 401(k) Plan | Pentegra Services, Inc. | NY | 9,376 | $192M | $239K |
| NVR, Inc. Profit Sharing Plan | NVR, Inc. | VA | 8,917 | $1.03B | $39K |
| NVR, Inc. Employee Stock Ownership Plan | NVR, Inc. | VA | 8,716 | $1.33B | $7,725 |
| Your 401(k) Plan | Plan Professionals, LLC | NJ | 8,694 | $46.1M | $120K |
| Pci Gaming Authority 401(k) Retirement Plan | Pci Gaming Authority | AL | 8,600 | $184M | $196K |
| Rithm Capital Family of Companies 401(k) Plan | Rithm Capital LLC | TX | 7,830 | $517M | $56K |
| Flanigan's 401(k) Plan | Flanigans Enterprises, Inc. | FL | 7,530 | $14.5M | $37K |
| Atkinsrealis US Retirement Savings Program | Atkins US Holdings, Inc. | DE | 6,965 | $895M | $45K |
| Seagate 401(k) Plan | Seagate U.S. LLC | CA | 6,861 | $2.30B | $28K |
| San Diego State University Foundation Defined Contribution Retirement Plan | San Diego State University Foundation | CA | 6,374 | $295M | $60K |
| Corelogic, Inc. 401(k) Savings Plan | Corelogic, Inc. | CA | 6,283 | $779M | $85K |
| Masonite Savings Plan | Masonite Corporation | FL | 6,106 | $324M | $30K |
| Dungarvin 401(k) Retirement Plan | Dungarvin Group, Inc. | MN | 6,078 | $56.4M | $70K |
| Monarch Healthcare 401(k) Plan | Monarch Healthcare Management, LLC | MN | 5,703 | $34.8M | $35K |
| Artera Services, LLC 401(k) Plan | Artera Services, LLC | GA | 5,685 | $234M | $38K |
| Altman Specialty Plants LLC 401(k) Retirement Plan | Altman Specialty Plants LLC | CA | 5,661 | $17.1M | $63K |
| Bureau Veritas Industries & Facilities 401(k) Profit Sharing Plan | Bureau Veritas Holdings, Inc. | TX | 5,621 | $290M | $50K |
| Isc Group LLC 401(k) Retirement Plan | Isc Group LLC | LA | 5,399 | $148M | $90K |
| The Moore 401(k) Retirement Savings Plan | CX Marketing, LLC | OK | 5,011 | $139M | $50K |
Questions and answers
How many plans does NFP Retirement Inc. serve?
688 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay NFP Retirement Inc.?
The median plan reported $61.41 per participant in direct and indirect compensation (685 plans reporting an amount), or 0.12% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (499 plans), Consulting (general) (46 plans), Other services (45 plans) and Recordkeeping and information management (40 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.