# Northwest Bank 401(k) Plan
Source: https://planprovider.pro/companies/northwest-bank-401k-plan

> Northwest Bank's 401(k) plan: 2,032 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northwest Bank

- **Sponsor EIN:** 232790930

- **Sponsor Address:** 100 LIBERTY STREET, WARREN, PA, 16365

- **Plan Type:** 401(k)

- **Total Participants:** 2,032

- **Total Assets:** $259.4M

## 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|2,032|$259.4M|$4.7M|$10.3M|

| 2023|2,124|$248.5M|$4.5M|$9.6M|

| 2022|2,207|$243.1M|$4.0M|$9.5M|

## 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|

| NORTHWEST BANK|NONE|$133,481|—|$133,481|

| EPIC RETIREMENT PLAN SERVICES|NONE|$120,577|—|$120,577|

| FREED MAXICK, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $254,058

- **Estimated Expense Ratio:** 0.098% 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|$254,058|—|—|—|—|

| 2023|$234,263|—|—|—|—|

| 2022|$242,828|—|—|—|—|

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