Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTEMENT Service code 22 | Insurance Broker | $33,666 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,820 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 15 · EIN 31-1299207 | Recordkeeping | $11,330 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,353 |
Service code 22 · EIN 52-2114207 | Insurance Broker | $0 |
10 funds of $250K or more; 18 lines in all, holding $7.3M of the plan's $7.5M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $3.2M | 43.1% |
| e) Value Mutual Funds: Ame Manager not matched · Mutual fund | $1.3M | 17.4% |
| Massachusetts Investors Growth Stock Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $846K | 11.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $460K | 6.3% |
| Massachusetts Investors Growth Stock Fund R4 MFS (Sun Life) · Mutual fund | $256K | 3.5% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $164K | 2.2% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $162K | 2.2% |
| American C entury Equity Income I Manager not matched · Other | $152K | 2.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $149K | 2.0% |
| BlackRock Mid-C ap Growth Equity Instl BlackRock · Mutual fund | $130K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.