Plan Snapshot
- Plan Sponsor: Navigant Credit Union
- Sponsor EIN: 050125860
- Sponsor Address: 1005 DOUGLAS PIKE, SMITHFIELD, RI, 029171206
- Plan Type: 401(k)
- Total Participants: 397
- Total Assets: $58.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 397 | $58.7M | $2.5M | $2.4M |
| 2023 | 378 | $49.4M | $2.4M | $2.3M |
| 2022 | 345 | $41.1M | $2.1M | $2.0M |
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 |
|---|---|---|---|---|
| DISANTO PRIEST & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DISANTO PRIEST & CO. — 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 | $164,537 | $81,724 | — | — | — |
| 2023 | $103,984 | $2,419 | — | — | — |
| 2022 | $99,966 | — | — | — | $99,966 |