Plan Snapshot
- Plan Sponsor: Navigator Development Group, INC.
- Sponsor EIN: 721398731
- Sponsor Address: 116 S. MAIN STREET STE. 214, ENTERPRISE, AL, 36330
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $9.3M
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 | 152 | $9.3M | $391,425 | $853,056 |
| 2023 | 105 | $8.2M | $337,293 | $723,039 |
| 2022 | 100 | $8.1M | $304,194 | $673,142 |
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 |
|---|---|---|---|---|
| CARR RIGGS & INGRAM, LLC | 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 | $39,445 | — | — | — | — |
| 2023 | $54,074 | $20,096 | — | — | — |
| 2022 | $55,976 | $38,932 | $17,044 | — | — |