Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGM Service code 99 | Other Fees | $10,317 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,645 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 99 · EIN 39-2018056 720 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Other Fees | $0 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 49 · EIN 39-1915811 5117 GREEN BAY ROAD · KENOSHA, WI 53144 | Other Services | $0 |
4 funds of $250K or more; 35 lines in all, holding $5.3M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Mod 2035 Fd R Manager not matched · Other | $2.3M | 44.1% |
| MyCompass Ind Mod 2045 Fd R Manager not matched · Other | $918K | 17.3% |
| MyCompass Ind Mod Ret Fd R Manager not matched · Other | $555K | 10.5% |
| MyCompass Ind Mod 2055 Fd R Manager not matched · Other | $374K | 7.1% |
| MyCompass Ind Mod 2065 Fd R Manager not matched · Other | $182K | 3.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $159K | 3.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $126K | 2.4% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $95K | 1.8% |
| Voya Fixed Account Voya · Insurance contract | $85K | 1.6% |
| JPMorgan Core Plus Bond Fnd R6 JPMorgan · Mutual fund | $64K | 1.2% |
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.