Plan Snapshot
- Plan Sponsor: Nextier Bank, N.A.
- Sponsor EIN: 250660700
- Sponsor Address: 101 E DIAMOND STREET SUITE 110, BUTLER, PA, 16001
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $27.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 316 | $27.1M | $459,455 | $1.4M |
| 2023 | 281 | $18.9M | $403,950 | $1.2M |
| 2022 | 278 | $15.8M | $379,637 | $1.1M |
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 |
|---|---|---|---|---|
| S.R. SNODGRASS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S.R. SNODGRASS, P.C. — 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 | $104,978 | $53,616 | $51,362 | — | — |
| 2023 | $83,024 | $40,485 | $42,539 | — | — |
| 2022 | $83,793 | — | $83,793 | — | — |