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Original filing (PDF)20250723121053NAL0004069585001
NEXTIER BANK, N.A.
Form 5500
FILING_RECEIVED
NEXTIER RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
316
Accounts w/ balance
362
Plan assets (EOY)
$27.1M
Net assets (EOY)
$27.1M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTIER BANK, N.A..
Plan sponsor
Name
NEXTIER BANK, N.A.
EIN
25-0660700
Address
101 E DIAMOND STREET SUITE 110 · BUTLER, PA · 16001
Phone
(724) 543-1125
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
S.R. SNODGRASS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $51K | — |
| LPL FINANCIAL CORPORATION RPCP | 04-3046611 | — | NONE | $46K | — |
| CERITY PARTNERS RETIREMENT ADVISORS | 27-1180831 | — | NONE | $7K | — |
Investments
37 direct securities · 1 pooled fund· $24.3M(89% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.4M
37 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral 6,256 shares N/R | — | — | — | $3.4M | 12.5% | |
| Fidelity Advisor Total Bond Fund Class Z 247,460 shares N/R | — | — | — | $2.3M | 8.6% | |
| Vanguard Equity - Income ADM 23,330 shares N/R | — | — | — | $2.1M | 7.6% | |
| MFS International Diversification Fund Class R6 89,803 shares N/R | — | — | — | $2.1M | 7.6% | |
| Vanguard Growth Index ADM 9,378 shares N/R | — | — | — | $2.0M | 7.3% | |
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $1.9M | 7.0% | |
| JPMorgan Large Cap Growth R6 17,287 shares N/R | — | — | — | $1.4M | 5.3% | |
| T Rowe Price Retirement 2040 42,173 shares N/R | — | — | — | $1.3M | 4.8% | |
| Vanguard Balanced Index ADM 22,382 shares N/R | — | — | — | $1.1M | 4.0% | |
| Reliance Advisory Trust Inv 40 Portfolio 32,540 shares N/R | — | — | — | $988K | 3.6% | |
| Vanguard Small Cap Index ADM 7,104 shares N/R | — | — | — | $818K | 3.0% | |
| Carillon Eagle Mid Cap Growth Fund CL R6 7,062 shares N/R | — | — | — | $550K | 2.0% | |
| T Rowe Price Retirement 2045 23,616 shares N/R | — | — | — | $526K | 1.9% | |
| JHancock Disciplined Value Mid Cap R6 17,269 shares N/R | — | — | — | $465K | 1.7% | |
| Vanguard Mid Cap Index ADM 1,102 shares N/R | — | — | — | $360K | 1.3% | |
| Reliance Advisory Trust Inv 70 Portfolio 7,949 shares N/R | — | — | — | $355K | 1.3% | |
| T Rowe Price New Horizons Fund 5,991 shares N/R | — | — | — | $337K | 1.2% | |
| T Rowe Price Retirement 2020 16,225 shares N/R | — | — | — | $301K | 1.1% | |
| Reliance Advisory Trust Inv 60 Portfolio 7,299 shares N/R | — | — | — | $287K | 1.1% | |
| T Rowe Price Retirement 2030 9,715 shares N/R | — | — | — | $249K | 0.9% | |
| Reliance Advisory Trust Inv 99 Portfolio 3,707 shares N/R | — | — | — | $229K | 0.8% | |
| Vanguard Small Cap Growth Index Admiral 2,086 shares N/R | — | — | — | $205K | 0.8% | |
| T Rowe Price Retirement 2035 7,371 shares N/R | — | — | — | $155K | 0.6% | |
| T Rowe Price Health Sciences Fund Class 1,916 shares N/R | — | — | — | $153K | 0.6% | |
| Vanguard Specialized FD/ Real Estate Index Admiral 1,100 shares N/R | — | — | — | $139K | 0.5% | |
| Franklin Small Cap Value R6 2,189 shares N/R | — | — | — | $132K | 0.5% | |
| T Rowe Price Retirement 2055 5,610 shares N/R | — | — | — | $112K | 0.4% | |
| T Rowe Price Retirement 2050 5,805 shares N/R | — | — | — | $110K | 0.4% | |
| Vanguard Emerging MKTS Stock IDX ADM 2,541 shares N/R | — | — | — | $93K | 0.3% | |
| T Rowe Price Fin Service Cl I 896 shares N/R | — | — | — | $38K | 0.1% | |
| Prudential Global Total Return Q 7,255 shares N/R | — | — | — | $37K | 0.1% | |
| Reliance Advisory Trust Inv 80 Portfolio 693 shares N/R | — | — | — | $35K | 0.1% | |
| MFS Mid Cap Value R6 901 shares N/R | — | — | — | $29K | 0.1% | |
| T Rowe Price Retirement 2015 1,956 shares N/R | — | — | — | $25K | <0.1% | |
| T Rowe Price Retirement 2025 948 shares N/R | — | — | — | $16K | <0.1% | |
| Vanguard Interm-Term Treasury ADM 389 shares N/R | — | — | — | $4K | <0.1% | |
| Prudential High-Yield Z 664 shares N/R | — | — | — | $3K | <0.1% | |
| T Rowe Price Retirement 2065 78 shares N/R | — | — | — | $1K | <0.1% |
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