Plan Snapshot
- Plan Sponsor: Navia Benefit Solutions
- Sponsor EIN: 911467758
- Sponsor Address: 705 S. GRADY WAY, SUITE 350, RENTON, WA, 98057
- Plan Type: 401(k)
- Total Participants: 476
- Total Assets: $37.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 476 | $37.5M | $1.0M | $1.8M |
| 2023 | 346 | $18.7M | $609,876 | $845,620 |
| 2022 | 281 | $12.2M | $462,388 | $716,198 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $4,000 | — | $4,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,000
- Estimated Expense Ratio: 0.011% 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 | $74,597 | $33,259 | $37,338 | $4,000 | — |
| 2023 | $31,703 | — | $31,703 | — | — |
| 2022 | $32,357 | — | $21,332 | — | — |