# Northwestern Corporation 401(k) Plan
Source: https://planprovider.pro/companies/northwestern-corporation-460172280-104

> Northwestern Corporation's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mercer-advisors) — 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|

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