Plans listing this provider
24
0.04% of the 56,420 plans with Schedule H financials; 27 in 2023
Providers › Northwestern Mutual Investment SVCS
Northwestern Mutual Investment SVCS
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $100,642
Assets of those plans
$442,038,079
0.01% 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
$100,642
17% 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 | 20 |
| 27 | Investment advisory (plan) | 5 |
| 26 | Investment advisory (participants) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Resource Label Group, LLC Section 401(k) Profit Sharing Plan | Resource Label Group | $98,666,567 | 2,272 | $0 |
| Aspire Rural Health System 401(k) Plan | Aspire Rural Health System | $45,856,309 | 1,320 | $0 |
| Mcmillan Pazdan Smith, LLC 401(k) Plan | Mcmillan Pazdan Smith | $31,997,774 | 369 | $0 |
| R & E Automated Systems, LLC 401(k) Profit Sharing Plan | R & E Automated Systems | $25,366,002 | 359 | $0 |
| Lang Masonry Contractors, Inc. 401(k) Plan | Lang Masonry Contractors | $25,156,773 | 539 | $0 |
| Acutec Precision Aerospace, Inc. 401(k) Profit Sharing Plan | Acutec Precision Aerospace | $23,665,693 | 472 | $41,476 |
| Humphreys & Partners Architects 401(k) Plan | Humphreys & Partners Architects | $23,086,515 | 297 | $0 |
| Nexgen Data Systems 401(k) Plan | Nexgen Data Systems | $22,810,276 | 211 | $0 |
| S&S Cycle, Inc. Profit Sharing Plan | S&S Cycle | $20,966,508 | 249 | $0 |
| Jim Riehl's Friendly Auto Group 401(k) Plan 001 | Jim Riehl's Friendly Chrysler Jeep | $15,788,635 | 183 | $0 |
| American Medical Staffing 401(k) Plan | American Medical Staffing | $13,821,739 | 1,011 | $0 |
| The Buntin Group, Inc. Employees 401(k) Plan | Buntin Group | $12,753,499 | 94 | $0 |
| Wayne Davis Concrete Co. 401(k) Retirement and Profit Sharing Plan | Wayne Davis Concrete | $12,364,848 | 271 | $39,141 |
| The Q Plan | QPS Employment Group | $12,304,378 | 360 | $0 |
| Caledonia Haulers, Inc. Profit Sharing Plan | Caledonia Haulers | $12,276,578 | 197 | $0 |
| Renfrow Brothers Inc. 401(k) Plan | Renfrow Brothers | $7,945,200 | 267 | $0 |
| Fortress Information Security, LLC 401(k) Profit Sharing Plan | Fortress Information Security | $7,236,111 | 219 | $566 |
| Saasoptics 401(k) Plan | SaaS Optics | $6,962,880 | 141 | $0 |
| Todd Wenzel Automotive 401(k) Plan | Todd Wenzel Buick GMC | $5,617,321 | 286 | $0 |
| United Pacific Forest Products, Inc. 401(k) Plan | United Pacific Forest Products | $4,852,492 | 128 | $19,459 |
| Pertronix, LLC Retirement Plan | Pertronix | $4,839,411 | 152 | $0 |
| Lee Construction Group 401(k) Retirement Plan | Lee Construction Group | $3,138,742 | 107 | $0 |
| Creole Cuisine Restaurant Concepts 401(k) Plan | Ammari of Louisiana | $2,540,130 | 126 | $0 |
| 1888 Industrial Services 401(k) Plan | 1888 Industrial Services | $2,023,698 | 0 | $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.