# Naviant, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/naviant-inc-401k-plan

> Naviant, LLC.'s 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

## Similar Plans

- [Satisloh North America, INC.](https://planprovider.pro/companies/satisloh-north-america-inc-401k-plan) — 122 participants

- [American State Equipment Co., INC.](https://planprovider.pro/companies/american-state-equipment-co-inc-401k-plan) — 120 participants

- [Lincoln Contractors Supply, INC.](https://planprovider.pro/companies/lincoln-contractors-supply-inc-401k-plan) — 111 participants

- [Yes Equipment & Services, INC.](https://planprovider.pro/companies/yes-equipment-services-inc-401k-plan) — 102 participants

- [Brooks, INC.](https://planprovider.pro/companies/brooks-inc-401k-plan) — 90 participants

- [Valmet Tissue Converting, INC.](https://planprovider.pro/companies/korber-tissue-inc-401k-plan) — 90 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/naviant-inc-401k-plan)

© 2026 PlanProvider.Pro