Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › Northwestern Mutual
Northwestern Mutual
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $432,264
Assets of those plans
$654,248,139
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$432,264
88% 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) | 8 |
| 50 | Direct payment from the plan | 7 |
| 26 | Investment advisory (participants) | 5 |
| 49 | Other services | 2 |
| 71 | Securities brokerage commissions and fees | 2 |
| 99 | Other fees | 2 |
| 16 | Consulting (general) | 1 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan | Tennessee Orthopaedic Alliance | $236,565,835 | 1,850 | $32,005 |
| Msr/rams Retirement Plan | Main Street Radiology at Bayside | $77,433,315 | 408 | $37,375 |
| Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust | Ohio Anesthesia Group | $62,078,015 | 130 | $6,689 |
| Sonterra Medical Management Group Profit Sharing 401k Plan | Sonterra Medical Management Group | $59,533,293 | 646 | $8,625 |
| HMT 401(k) Retirement Plan | HMT | $40,659,600 | 876 | $50,540 |
| Blanchard Valley Medical Assc Inc 401(k) Profit Sharing Plan | Blanchard Valley Medical Assc | $37,581,368 | 134 | $44,391 |
| Orthopedic Surgeons of Wisconsin, S.C. Retirement Plan | Orthopedic Surgeons of Wisconsin S.C. | $34,009,590 | 145 | $57,033 |
| Reeves Young Profit Sharing Plan | Reeves Young | $19,645,980 | 379 | $57,150 |
| Metro Imaging, LLC Retirement Plan | Metro Imaging | $15,694,152 | 131 | $17,800 |
| Clarion Home Services Group 401(k) Plan | Clarion Home Services Group | $15,043,891 | 435 | $26,879 |
| Collegetown Bagels, Inc 401(k) Plan | Collegetown Bagels | $10,499,847 | 106 | $25,608 |
| Imprimus Labels and Packaging 401(k) PSPrecordkeeper | AALP | $10,306,340 | 401 | $46,699 |
| Lalor Dental LLC 401k Profit Sharing Plan | Lalor Dental | $10,171,591 | 236 | $7,223 |
| ACI Northwest, Inc. 401(k) Profit Sharing Plan | ACI Northwest | $8,413,299 | 175 | $12,093 |
| Oakland Integrated Healthcare Network 401k Plan & Trust | Oakland Integrated Healthcare NE | $7,405,853 | 199 | $0 |
| Southern States, LLC Hourly Employees Savings Plan | Southern States | $5,078,666 | 144 | $2,154 |
| Woonsocket Health Centre 401(k) Profit Sharing Plan | Woonsocket Health Center | $4,127,504 | 125 | $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.