Plans listing this provider
179
0.32% of the 56,420 plans with Schedule H financials; 159 in 2023
Providers › Northwestern Mutual Wealth Mgmt Co
Northwestern Mutual Wealth Mgmt Co
- Service provider, as named on Schedule C
- EIN 392018056
- Plan year 2024
- Direct compensation reported $5,031,387
Assets of those plans
$6,303,451,057
0.08% of all Schedule H plan assets
Plans where it is the recordkeeper
24
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$5,031,387
74% 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) | 114 |
| 99 | Other fees | 62 |
| 50 | Direct payment from the plan | 36 |
| 15 | Recordkeeping and information management | 24 |
| 49 | Other services | 24 |
| 21 | Trustee (bank, trust company or similar) | 23 |
| 64 | Recordkeeping fees | 23 |
| 26 | Investment advisory (participants) | 22 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan | Taft Stettinius & Hollister | $848,887,158 | 1,807 | $8,748 |
| Saia Motor Freight Line, LLC 401(k) Plan | Saia Motor Freight Line | $669,804,507 | 9,921 | $80,000 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $12,066 |
| Sew-eurodrive, Inc. Profit Sharing/401(k) Retirement Plan | Sew-eurodrive | $237,973,466 | 1,212 | $59,942 |
| Rehabilitation Institute of Chicago D/B/A Shirley Ryan Abilitylab 401(k) Retirement Savings Plan | Rehabilitation Institute of Chicago DBA Shirley Ryan Abilitylab | $149,717,364 | 2,828 | $0 |
| Central Illinois Radiological Associates, Ltd. 401(k) Profit Sharing Plan | Central Illinois Radiological Associates | $113,280,096 | 179 | $42,066 |
| Artivion, Inc. Profit Sharing 401(k) Plan | Artivion | $101,734,644 | 995 | $89,328 |
| Obermayer Rebmann Maxwell & Hippel LLP Retirement Plan | Obermayer Rebmann Maxwell & Hippel | $85,279,734 | 278 | $2,080 |
| Associated Builders and Contractors, Inc. Retirement & Savings Plan | Associated Builders and Contractors | $83,554,055 | 1,163 | $18,530 |
| Global Affiliates Salaried 401(k) Plan | Mayco International | $77,188,667 | 3,563 | $98,442 |
| Biohorizons Implant Systems, Inc. 401(k) Retirement Plan | Biohorizons Implant Systems | $73,885,612 | 690 | $127,902 |
| Mark G. Anderson Consultants, Inc. 401(k) Profit Sharing Plan | Mark G. Anderson Consultants | $70,797,756 | 330 | $36,000 |
| Encompass Digital Media 401(k) Plan | Encompass Digital Media | $70,159,651 | 827 | $123,104 |
| The Unico 401(k) Plan | Unico Properties | $62,636,928 | 371 | $109,768 |
| Alston Construction Company, Inc. 401(k) Plan | Alston Construction | $62,007,977 | 580 | $108,072 |
| Newfields Companies, LLC 401(k) Plan | Newfields Companies | $60,402,614 | 368 | $82,919 |
| Prein&newhof, Inc. Employee Stock Ownership Plan and Trust | Prein & Newhof | $59,832,834 | 196 | $0 |
| SAI360 401(k) Savings Plan | SAI360 | $55,095,386 | 375 | $78,403 |
| Industrial Dielectrics, Inc. 401(k) Profit Sharing and Savings Plan | Industrial Dielectrics | $52,013,788 | 157 | $0 |
| South Denver Cardiology Associates, P.C. 401(k) Profit Sharing Plan | South Denver Cardiology | $50,683,599 | 396 | $0 |
| Capstone 401(k) Plan | Capstone Logistics | $50,256,953 | 1,955 | $93,211 |
| U.S. Green Building Council 401(k) Plan | U.S. Green Building Council | $49,169,164 | 328 | $0 |
| Landmark Implement, Inc. 401(k) Profit Sharing Plan | Landmark Implement | $44,988,207 | 446 | $106,775 |
| Allsup, LLC Retirement Savings Plan | Allsup | $44,676,707 | 548 | $0 |
| Healey Brothers, Inc. 401(k) Plan | Healey Brothers | $43,741,691 | 609 | $36,415 |
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.