# Navien, INC. 401(k) Plan
Source: https://planprovider.pro/companies/navien-inc-401k-plan

> Navien, INC.'s 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Navien, INC.

- **Sponsor EIN:** 204419121

- **Sponsor Address:** 20 GOODYEAR, IRVINE, CA, 92618

- **Plan Type:** 401(k)

- **Total Participants:** 179

- **Total Assets:** $14.1M

## 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|179|$14.1M|$642,687|$1.2M|

| 2023|184|$10.8M|$537,097|$999,101|

| 2022|157|$8.0M|$560,851|$950,976|

## 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|

| ANDY W. YIM CPA|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|$3,898|—|—|—|—|

| 2023|$3,346|—|—|—|—|

| 2022|$2,815|—|—|—|—|

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