Plan Snapshot
- Plan Sponsor: Northwestern Mutual Life Ins. Co.
- Sponsor EIN: 390509570
- Sponsor Address: 720 E WISCONSIN AVE, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 8,160
- Total Assets: $2.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,160 | $2.9B | $0 | $94.1M |
| 2023 | 8,232 | $2.7B | $0 | $92.1M |
| 2022 | 8,299 | $2.4B | $0 | $84.8M |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $604,777 | — | — | — | — |
| 2023 | $596,183 | — | — | — | — |
| 2022 | $550,371 | — | — | — | — |