Plans listing this provider
59
0.10% of the 56,420 plans with Schedule H financials; 50 in 2023
Providers › Northwestern Mutual Wealth Mgmt Co
Northwestern Mutual Wealth Mgmt Co
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,734,272
Assets of those plans
$1,191,495,788
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
$1,734,272
100% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 58 |
| 50 | Direct payment from the plan | 2 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| COR Partners 401(k) Plan | COR Partners | $134,039,879 | 1,325 | $43,762 |
| Ellsworth Corporation 401(k) Savings Plan | Ellsworth | $82,621,437 | 810 | $55,788 |
| Lindsay Automotive Family Retirement Plan | Lindsay Chevrolet | $76,837,369 | 773 | $54,953 |
| Godbersen-smith Construction Company 401(k) Profit Sharing Plan | Godbersen-smith Construction | $65,967,095 | 603 | $6,234 |
| Reliance Worldwide Corporation Retirement Plan | Reliance Worldwide | $53,547,929 | 995 | $92,999 |
| Dekra America, Inc. 401(k) Plan | Dekra North America | $48,952,548 | 649 | $116,547 |
| Tax Analysts 401(k) Retirement Plan | Tax Analysts | $42,432,808 | 251 | $45,529 |
| First Community 401(k) Plan | First Community Credit Union | $38,744,398 | 369 | $100,000 |
| Northwest Aerospace Technologies, Inc. 401(k) Retirement Savings Plan | Northwest Aerospace Technologies | $38,205,158 | 280 | $65,132 |
| Honor Technology, Inc. 401(k) Plan | Honor Technology | $38,085,860 | 933 | $29,996 |
| Acousti Engineering Company of Florida 401(k) Plan | Acousti Engineering Company of Florida | $35,409,946 | 400 | $80,000 |
| Digestive Care Center Retirement Plan | Digestive Care of Evansville | $29,323,017 | 185 | $23,182 |
| 1910 Legacy Enterprises Employee Stock Ownership and 401(k) Plan | 1910 Legacy Enterprises | $28,892,868 | 126 | $12,009 |
| Aldridge Pite 401(k) Plan | Aldridge Pite | $26,145,305 | 371 | $63,382 |
| Midwest Industries, Inc. Retirement Income Savings Plan | Midwest Industries | $22,873,743 | 226 | $6,137 |
| Weissman PC 401(k) and Profit Sharing Plan | Weissman | $22,425,695 | 181 | $45,603 |
| Kikkoman Foods, Inc. 401(k) Plan | Kikkoman Foods | $22,111,245 | 279 | $39,225 |
| Wilson Farm Profit Sharing and 401(k) Savings Plan | Wilson Farm | $21,800,387 | 164 | $38,808 |
| American College of Rheumatology Retirement Plan | American College of Rheumatology | $20,326,881 | 170 | $22,870 |
| Macqueen Equipment Group 401(k) Plan | Macqueen Equipment | $19,647,298 | 424 | $16,755 |
| Hiller, LLC 401(k) Plan | Hiller LLC DBA Hiller Plumbing Heating Cooling & Electrical | $17,415,833 | 509 | $36,138 |
| Boston, Inc. Profit Sharing Plan | Boston Inc. DBA Furniture & Appliance Mart | $16,879,012 | 563 | $34,884 |
| Genesis Products, LLC 401(k) Plan | Genesis Products LLC 401(k) Plan | $15,526,583 | 399 | $53,886 |
| 1path Managed Services 401(k) Plan | 1path Managed Services | $13,949,432 | 457 | $44,069 |
| 401(k) Profit Sharing Plan and Trust for Employees of Williams Company - Management Group | Williams Company Management Group | $12,862,129 | 142 | $30,980 |
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.