Plan Snapshot
- Plan Sponsor: Navajo Shippers, INC.
- Sponsor EIN: 840876917
- Sponsor Address: 1400 WEST 64TH AVENUE, DENVER, CO, 80221
- Plan Type: 401(k)
- Total Participants: 380
- Total Assets: $5.5M
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 | 380 | $5.5M | $34,051 | $822,783 |
| 2023 | 384 | $5.5M | $78,508 | $869,538 |
| 2022 | 451 | $5.1M | $240,452 | $1.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $53,181 | — | $53,181 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,181
- Estimated Expense Ratio: 0.958% 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 | $53,181 | — | $53,181 | — | — |
| 2023 | $56,439 | — | $56,439 | — | — |
| 2022 | $60,016 | — | $60,016 | — | — |