Plan Snapshot
- Plan Sponsor: Navarro & Wright Consulting Engineers, INC.
- Sponsor EIN: 251799858
- Sponsor Address: 151 RENO AVENUE, NEW CUMBERLAND, PA, 17070
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $12.4M
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 | 167 | $12.4M | $277,850 | $975,698 |
| 2023 | 160 | $9.7M | $379,743 | $957,638 |
| 2022 | 168 | $8.9M | $299,697 | $854,994 |
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 |
|---|---|---|---|---|
| TROUT CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TROUT CPA — Auditor
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 | $23,177 | $1,787 | — | — | — |
| 2023 | $18,222 | $1,356 | — | — | — |
| 2022 | $16,732 | $15,196 | $1,536 | — | — |