# Navika Capital Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/navika-capital-group-llc-plan-001

> Navika Capital Group, LLC's 401(k) plan: 2,420 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Navika Capital Group, LLC

- **Sponsor EIN:** 202969882

- **Sponsor Address:** 521 EAST RXR PLAZA, UNIONDALE, NY, 11556

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

- **Total Participants:** 2,420

- **Total Assets:** $4.5M

## 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|2,420|$4.5M|$0|$1.1M|

| 2023|2,486|$3.5M|$0|$920,734|

| 2022|1,847|$2.6M|$0|$771,673|

| 2019|392|$2.2M|$0|$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|

| ADP, INC.|RECORD KEEPER|$41,484|—|$41,484|

| OCONNOR DAVIES,|ACCOUNTANT|$30,000|—|$30,000|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [OCONNOR DAVIES,](https://planprovider.pro/provider/bpas) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,484

- **Estimated Expense Ratio:** 1.593% 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|$71,485|$64,117|—|—|—|

| 2023|$76,341|$12,700|—|—|—|

| 2022|$40,878|—|—|—|—|

| 2019|$24,083|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/navika-capital-group-llc-plan-001)

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