Northwestern Energy 401(k) Retirement Savings Plan
Sponsored by Northwestern Corporation · EIN 460172280 · Plan #103
- Total assets
- $513M
- Net assets
- $513M
- Active participants
- 1,590
- With balances
- 2,033
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Participant loan processing | $122,121 |
| Strategic Advisors Inc | Investment advisory (plan) | $72,992 |
| Mercer Investments Llc | Investment advisory (plan) | $39,750 |
| Fiducient Advisors Llc | Other services | $16,385 |