Plan Snapshot
- Plan Sponsor: Narvar INC
- Sponsor EIN: 800854035
- Sponsor Address: 3 EAST THIRD AVENUE, SAN MATEO, CA, 94401
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 182 | $15.1M | $0 | $2.3M |
| 2023 | 169 | $12.3M | $0 | $2.6M |
| 2022 | 228 | $9.3M | $0 | $2.9M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $17,495 | — | $17,495 |
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $12,552 | $12,552 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,047
- Estimated Expense Ratio: 0.199% 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 | $19,141 | $10,797 | — | — | — |
| 2023 | $16,093 | $8,273 | — | — | — |
| 2022 | $10,762 | $10,404 | $8 | — | — |