Plan Snapshot
- Plan Sponsor: Navicent Health, INC.
- Sponsor EIN: 582149127
- Sponsor Address: HR MSC 132, 777 HEMLOCK STREET, MACON, GA, 312012102
- Plan Type: DB
- Total Participants: 953
- Total Assets: $277.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 953 | $277.8M | $0 | $0 |
| 2023 | 1,032 | $293.4M | $0 | $0 |
| 2022 | 1,140 | $279.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| AON CONSULTING, INC. | NONE | $283,753 | — | $283,753 |
| LOOMIS SAYLES TRUST COMPANY | NONE | $202,856 | — | $202,856 |
| WELLINGTON TRUST COMPANY | NONE | $56,449 | — | $56,449 |
| NORTHERN TRUST COMPANY | NONE | $47,068 | — | $47,068 |
| NEPC LLC | NONE | $30,075 | — | $30,075 |
| CLIFTONLARSONALLEN LLP | NONE | $25,594 | — | $25,594 |
| STATE STREET RESEARCH & MANAGEMENT | NONE | $19,117 | — | $19,117 |
| WILLIS TOWERS WATSON US LLC | NONE | $10,025 | — | $10,025 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING, INC. — NONE
- NEPC LLC — NONE
- CLIFTONLARSONALLEN LLP — NONE
- WILLIS TOWERS WATSON US LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $674,937
- Estimated Expense Ratio: 0.243% 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 | $1,038,851 | $101,160 | $30,075 | $25,594 | — |
| 2023 | $1,577,070 | $60,538 | $7,500 | — | — |
| 2022 | $2,243,290 | $193,626 | — | — | $176,257 |