Plan Snapshot
- Plan Sponsor: Northwestern Corporation
- Sponsor EIN: 460172280
- Sponsor Address: 11 EAST PARK STREET, BUTTE, MT, 597011711
- Plan Type: 401(k)
- Plan Number: 104
- Total Participants: 0
- Total Assets: $395.3M
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 | 0 | $395.3M | $0 | $0 |
| 2023 | 0 | $402.7M | $0 | $0 |
| 2022 | 0 | $441.5M | $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 |
|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | Investment Advisor | $673,906 | $381,611 | $1,055,517 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $99,162 | — | $99,162 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER INVESTMENT MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,154,679
- Estimated Expense Ratio: 0.292% 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 | $773,068 | $673,906 | — | — | — |
| 2023 | $867,413 | $760,088 | — | — | — |
| 2022 | $989,821 | $869,970 | — | — | $119,851 |