Plan Snapshot
- Plan Sponsor: Northwest Bank
- Sponsor EIN: 232790930
- Sponsor Address: 100 LIBERTY STREET, P.O. BOX 128, WARREN, PA, 163650128
- Plan Type: DB
- Total Participants: 992
- Total Assets: $219.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 992 | $219.6M | $0 | $0 |
| 2023 | 1,159 | $216.8M | $0 | $0 |
| 2022 | 1,433 | $203.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | Auditor | — | — | $0 |
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 | $220,180 | — | — | — | — |
| 2023 | $246,192 | — | — | — | — |
| 2022 | $224,921 | — | — | — | — |