Plan Snapshot
- Plan Sponsor: Northwestern Mutual Life Ins.Co.
- Sponsor EIN: 390509570
- Sponsor Address: 720 E WISCONSIN AVENUE, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Plan Number: 504
- Total Participants: 8,297
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,297 | $28.2M | $3.8M | $0 |
| 2023 | 8,403 | $27.5M | $3.7M | $0 |
| 2022 | 8,431 | $24.6M | $3.5M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NM INVESTMENT MGMT CO | Other Service Provider | $40,986 | — | $40,986 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,986
- Estimated Expense Ratio: 0.145% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $40,986 | $40,986 | — | — | — |
| 2023 | $38,246 | $38,246 | — | — | — |
| 2022 | $38,026 | $38,026 | — | — | — |