Plan Snapshot
- Plan Sponsor: Northwestern Corporation
- Sponsor EIN: 460172280
- Sponsor Address: 11 EAST PARK STREET, BUTTE, MT, 597011711
- Plan Type: 401(k)
- Total Participants: 1,590
- Total Assets: $512.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,590 | $512.8M | $14.1M | $17.3M |
| 2023 | 1,571 | $462.8M | $13.3M | $16.5M |
| 2022 | 1,529 | $405.5M | $12.3M | $15.4M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — 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 | $289,934 | $26,500 | — | — | — |
| 2023 | $261,641 | $53,000 | — | — | — |
| 2022 | $198,171 | $25,000 | $173,171 | — | — |