Plan Snapshot
- Plan Sponsor: Naviant, LLC.
- Sponsor EIN: 391568840
- Sponsor Address: 201 PRAIRIE HEIGHTS DRIVE, VERONA, WI, 53593
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $21.7M
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 | 130 | $21.7M | $716,822 | $1.2M |
| 2023 | 128 | $18.6M | $513,631 | $847,507 |
| 2022 | 114 | $15.3M | $458,487 | $780,855 |
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 |
|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCOUNTANTS | 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 | $116,765 | — | $116,765 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |