# Navajo Technical University 401(k) Plan
Source: https://planprovider.pro/companies/navajo-technical-university-850303705-001

> Navajo Technical University's 401(k) plan: 297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Navajo Technical University

- **Sponsor EIN:** 850303705

- **Sponsor Address:** P.O. BOX 849, CROWNPOINT, NM, 87313

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 297

- **Total Assets:** $11.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|297|$11.4M|$929,683|$386,922|

| 2023|268|$10.4M|$915,521|$380,013|

| 2022|325|$8.5M|$795,450|$352,353|

## 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|

| NATIONWIDE|Custodian / Trustee|—|$52,736|$52,736|

| CAMBRIDGE INVESTMENT RESRCH|Other Service Provider|—|$38,453|$38,453|

| LEGACY BENEFIT SERVICES LLC|Recordkeeper|$4,680|$5,493|$10,173|

| LEAFHOUSE FINANCIAL ADVISORS LLC|Investment Advisor|$5,431|—|$5,431|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — Custodian / Trustee

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $106,793

- **Estimated Expense Ratio:** 0.934% 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|$106,793|$96,620|$10,173|—|—|

| 2023|$78,637|$67,793|$10,844|—|—|

| 2022|$109,549|$96,674|$12,875|—|—|

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