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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $109,937 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 22 · EIN 52-2114207 | Insurance Broker | $56,561 |
26 funds of $250K or more; 21 lines in all, holding $21.6M of the plan's $22.5M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $9.9M | 45.8% |
| Capital Income Builder Class R-4 Capital Group · Mutual fund | $2.5M | 11.7% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $1.3M | 6.1% |
| Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $1.3M | 6.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $812K | 3.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $592K | 2.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $547K | 2.5% |
| Massachusetts Investors Growth Stock Fund MFS (Sun Life) · Mutual fund | $516K | 2.4% |
| Nuveen International Equity Index Fund TIAA (Nuveen) · Mutual fund Index | $478K | 2.2% |
| Blackrock Advantage Small Cap Growth Fund BlackRock · Mutual fund | $467K | 2.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.