# Navigant Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/navigant-credit-union-401k-plan

> Navigant Credit Union's 401(k) plan: 397 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| USI CONSULTING GROUP|N/A|$164,537|—|$164,537|

| DISANTO PRIEST & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DISANTO PRIEST & CO.](https://planprovider.pro/provider/disanto-priest-and-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $164,537

- **Estimated Expense Ratio:** 0.280% 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|$164,537|$81,724|—|—|—|

| 2023|$103,984|$2,419|—|—|—|

| 2022|$99,966|—|—|—|$99,966|

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