PlanOptica

Filings through .

Nwa

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served2Rank #12354 of mapped providers
Assets under administration$54M0.0%Rank #11427 by share of filed assets
Fees received$35,573Median $17,787/planSum across Schedule C direct + indirect
Net wins YoY-11 won - 2 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Large plans that name NWA as recordkeeper and list their funds in their filing.

Plans
1
$18.9M in funds
In collective trusts
0%
average plan
In NWA funds
0%
average plan
In index funds
20%
average plan

Top managers in these lineups

ManagerPlans
Vanguard1
Capital Group1

Target-date series

None.

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.