# Nextier Bank, N.A. 401(k) Plan
Source: https://planprovider.pro/companies/nextier-bank-n-a-401k-plan

> Nextier Bank, N.A.'s 401(k) plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STANCORP FINANCIAL GROUP|NONE|$51,358|$5|$51,363|

| LPL FINANCIAL CORPORATION RPCP|NONE|$46,202|—|$46,202|

| CERITY PARTNERS RETIREMENT ADVISORS|NONE|$7,413|—|$7,413|

| S.R. SNODGRASS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [S.R. SNODGRASS, P.C.](https://planprovider.pro/provider/s-r-snodgrass-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $104,978

- **Estimated Expense Ratio:** 0.387% 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|$104,978|$53,616|$51,362|—|—|

| 2023|$83,024|$40,485|$42,539|—|—|

| 2022|$83,793|—|$83,793|—|—|

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