Plan Snapshot
- Plan Sponsor: Navicent Health, INC.
- Sponsor EIN: 582149127
- Sponsor Address: 777 HEMLOCK ST, MACON, GA, 31201
- Plan Type: 403(b)
- Total Participants: 6,778
- Total Assets: $575.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 6,778 | $575.0M | $13.4M | $27.2M |
| 2023 | 6,344 | $505.8M | $12.2M | $24.8M |
| 2022 | 6,167 | $429.7M | $11.1M | $24.0M |
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 | — | — | $0 |
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: $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 | $45,104 | — | $45,104 | — | — |
| 2023 | $202,839 | — | $202,839 | — | — |
| 2022 | $114,097 | — | $114,097 | — | — |