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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $58,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,987 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,152 |
14 funds of $250K or more; 22 lines in all, holding $22.0M of the plan's $22.5M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $17.4M | 78.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 7.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $951K | 4.3% |
| Lincoln Stable Value Separate Account Lincoln Financial · Stable value Stable value | $370K | 1.7% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $264K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $242K | 1.1% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $207K | 0.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $175K | 0.8% |
| Fidelity Mid Cap Value Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $153K | 0.7% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $148K | 0.7% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.