Plans listing this provider
69
0.12% of the 56,420 plans with Schedule H financials; 77 in 2023
Providers › Northwestern Mutual Investment Serv
Northwestern Mutual Investment Serv
- Service provider, as named on Schedule C
- EIN 522114207
- Plan year 2024
- Direct compensation reported $165,765
Assets of those plans
$1,869,098,788
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$165,765
10% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 55 | Other commissions | 47 |
| 49 | Other services | 42 |
| 99 | Other fees | 32 |
| 53 | Insurance brokerage commissions and fees | 5 |
| 22 | Insurance agents and brokers | 4 |
| 27 | Investment advisory (plan) | 4 |
| 28 | Investment management | 4 |
| 23 | Insurance services | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $0 |
| New York Central Mutual Fire Insurance Company 401(k) Retirement Savings Plan | New York Central Mutual Fire Insurance | $82,508,892 | 1,043 | $0 |
| Orr Corporation Retirement Plan | Orr | $60,175,071 | 498 | $0 |
| Westmont Hospitality Group 401(k) Plan | Westmont Hospitality Management | $53,842,239 | 1,130 | $0 |
| Missouri Cardiovascular Specialists, LLP 401(k) Profit Sharing Plan | Missouri Cardiovascular Specialists | $48,894,099 | 149 | $25,047 |
| Allsup, LLC Retirement Savings Plan | Allsup | $44,676,707 | 548 | $5,401 |
| Standard Oil of Connecticut, Inc. 401(k) Plan | Standard Oil of Connecticut | $42,335,830 | 219 | $0 |
| Sema Construction, Inc. 401(k) Retirement Savings Plan | Sema Construction | $40,790,826 | 694 | not reported |
| Banksouth's 401(k) Plan | Banksouth | $36,574,081 | 296 | $0 |
| Heidell, Pittoni, Murphy & Bach, LLP 401(k) Plan | Heidell Pittoni Murphy & Bach | $35,051,390 | 228 | $48,006 |
| The Burdick Companies 401(k) Plan | Drivers Village | $33,667,674 | 387 | $0 |
| Weldstar Company Combined Retirement Plan | Weldstar | $33,404,614 | 144 | $0 |
| Isidore Newman School 401(k) Retirement Plan | Isidore Newman School | $33,176,160 | 388 | not reported |
| Traditions Health, LLC 401(k) Plan | Traditions Health | $31,035,635 | 1,277 | $0 |
| 365 Retail Markets, LLC 401(k) Plan | 365 Retail Markets | $28,646,586 | 617 | $0 |
| Apache Industrial Services 401(k) Retirement Plan | Apache Industrial Services | $28,388,693 | 4,658 | $38,629 |
| Sato America, LLC 401(k) Plan | Sato America | $27,702,340 | 191 | $0 |
| Premier Medical Group Profit Sharing Plan | Premier Medical Group of the Hudson Valley | $26,368,799 | 143 | $0 |
| Century Bank 401(k) Plan | Century Bank | $24,510,160 | 184 | $0 |
| Freedom Care 401(k) Plan | Freedom Care | $23,436,876 | 26,101 | $0 |
| MSC Services 401(k) Plan | MSC Services | $22,526,737 | 820 | $0 |
| Congressional Country Club, Inc. Retirement Savings Plan | Congressional Country Club | $22,332,138 | 269 | $0 |
| Stewart EFI 401(k) Plan | Stewart EFI | $21,308,085 | 182 | $0 |
| Pioneer Valley Cardiology, PC 401(k) Plan | Pioneer Valley Cardiology | $21,206,392 | 131 | $0 |
| Red Roof Franchising, LLC 401(k) Savings Plan | Red Roof Franchising | $20,287,518 | 233 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.