Plan Snapshot
- Plan Sponsor: Northern Tier Counseling, INC
- Sponsor EIN: 232735088
- Sponsor Address: 24727 RT 6 SUITE 2, TOWANDA, PA, 18848
- Plan Type: 403(b)
- Total Participants: 104
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 104 | $2.1M | $169,921 | $214,446 |
| 2023 | 93 | $1.7M | $99,295 | $181,330 |
| 2022 | 131 | $1.4M | $48,753 | $159,672 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $16,259 | — | $16,259 |
| ROBERT ROSSI & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERT ROSSI & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,259
- Estimated Expense Ratio: 0.769% 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 | $14,525 | $369 | — | — | — |
| 2023 | $3,624 | — | — | — | — |
| 2022 | — | — | — | — | — |