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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 99 | Other Fees | $33,959 |
VOYA FINANCIAL ADVISORS INC10+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $26,589 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 | Advisory (Participants) | $1,589 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 99 · EIN 39-2018056 | Other Fees | $0 |
13 funds of $250K or more; 21 lines in all, holding $9.5M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.3M | 55.9% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $997K | 10.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $560K | 5.9% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $433K | 4.6% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $304K | 3.2% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $281K | 3.0% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $245K | 2.6% |
| MFS International Intrinsic Equity Fund MFS (Sun Life) · Mutual fund | $193K | 2.0% |
| Voya Intermediate Bond Fund Voya · Mutual fund Recordkeeper's own fund | $190K | 2.0% |
| Capital Group Europacific Growth SA Capital Group · Separate account | $164K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.