# Navigant Credit Union DB Plan
Source: https://planprovider.pro/companies/navigant-credit-union-plan-001

> Navigant Credit Union's DB plan: 97 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Navigant Credit Union

- **Sponsor EIN:** 050125860

- **Sponsor Address:** 1005 DOUGLAS PIKE, SMITHFIELD, RI, 029171206

- **Plan Type:** DB

- **Total Participants:** 97

- **Total Assets:** $0

## 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|97|$0|$0|$0|

| 2023|94|$14.8M|$0|$0|

| 2022|96|$18.2M|$2.2M|$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|

| MORGAN STANLEY SMITH BARNEY|NONE|$233,102|—|$233,102|

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

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [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:** $233,102

### 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|—|—|—|—|—|

| 2023|$116,566|$116,551|—|—|—|

| 2022|$147,460|$147,460|—|—|—|

## Similar Plans

- [Navigant Credit Union](https://planprovider.pro/companies/navigant-credit-union-401k-plan) — 397 participants

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