Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGMEN Service code 99 | Other Fees | $27,074 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 49 · EIN 39-1974154 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Services | $4,750 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 | Recordkeeping Fees | $773 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $141 |
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 99 · EIN 39-2018056 MANAGEMENT COMPANY · MILWAUKEE, WI 53214 | Other Fees | $0 |
8 funds of $250K or more; 19 lines in all, holding $8.1M of the plan's $8.2M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: American Funds Target Date, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $7.0M | 85.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $415K | 5.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $166K | 2.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $162K | 2.0% |
| American Beacon Small Cap Value Fund R5 Class American Beacon (Resolute) · Mutual fund | $84K | 1.0% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $61K | 0.8% |
| American Funds Am Balanced R6 Capital Group · Mutual fund | $59K | 0.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $43K | 0.5% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $38K | 0.5% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $38K | 0.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.