Plan Snapshot
- Plan Sponsor: Nav Technologies, INC.
- Sponsor EIN: 455283348
- Sponsor Address: 13693 SOUTH 200 WEST, DRAPER, UT, 840202414
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 143 | $9.5M | $635,193 | $1.6M |
| 2023 | 187 | $8.0M | $781,698 | $1.8M |
| 2022 | 190 | $5.6M | $586,651 | $1.3M |
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 |
|---|---|---|---|---|
| VALENTINE & CALDWELL CPAS, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $68,469 | — | $68,469 | — | — |
| 2023 | $68,644 | — | $68,644 | — | — |
| 2022 | $44,901 | — | $44,901 | — | — |