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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $46,306 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,127 |
23 funds of $250K or more; 19 lines in all, holding $33.1M of the plan's $34.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $10.7M | 32.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.8M | 17.6% |
| Fidelity Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $4.5M | 13.5% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $3.2M | 9.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.7M | 5.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $988K | 3.0% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $986K | 3.0% |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 Shares Goldman Sachs · Mutual fund | $827K | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $773K | 2.3% |
| C&s Real Estate Z Manager not matched · Mutual fund | $680K | 2.1% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.