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| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $5,936 |
15 funds of $250K or more; 17 lines in all, holding $15.7M of the plan's $16.1M. From the 2025 filing. Recordkeeper: Northwest Plan Services.
Target-date series: Nuveen Lifecycle Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $8.6M | 54.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 10.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 8.9% |
| JPMorgan U.S. Garp Equity Fund Class R6 JPMorgan · Mutual fund | $678K | 4.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $603K | 3.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $459K | 2.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $458K | 2.9% |
| Pioneer Select Mid Cap Growth Fund: Class K Victory Capital · Mutual fund | $372K | 2.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $372K | 2.4% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $231K | 1.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.