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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 99 · EIN 39-2018056 600 WATERFRONT DR STE 225 · PITTSBURGH, PA 15222 | Other Fees | $45,700 |
CASE SABATINI3 years Service code 10 · EIN 25-1371209 | Accounting | $8,500 |
METRO BENEFITS, INC.11+ years Service code 99 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237 | Other Fees | $5,753 |
11 funds of $250K or more; 23 lines in all, holding $29.2M of the plan's $32.5M. From the 2025 filing. Recordkeeper: Metro Benefits.
| Fund | Dollars | % of funds% |
|---|---|---|
| Cap Appreciation Instl I American Funds Capital Group · Mutual fund | $10.2M | 35.1% |
| American Funds Capital Group · Mutual fund Possible retail class A | $7.6M | 26.1% |
| JP Morgan LgCp Grw Fnd JPMorgan · Other | $5.3M | 18.1% |
| Invesco Main Street Mid Cap Fund Invesco · Mutual fund | $1.1M | 3.9% |
| Smallcap World Fund INC Class A Capital Group · Mutual fund Possible retail class A | $1.1M | 3.8% |
| Nuveen Lifestyle Moderate Fund Class R6 TIAA (Nuveen) · Mutual fund | $673K | 2.3% |
| Blue Chip Growth Adv Vanguard Vanguard · Mutual fund | $582K | 2.0% |
| MFS Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $537K | 1.8% |
| Nuveen Lifestyle Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $459K | 1.6% |
| Amer Fds 2030 Manager not matched · Other | $392K | 1.3% |
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.
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.