Plan Snapshot
- Plan Sponsor: Navitus Health Solutions, LLC
- Sponsor EIN: 043608530
- Sponsor Address: 361 INTEGRITY DRIVE, MADISON, WI, 53717
- Plan Type: 401(k)
- Total Participants: 1,918
- Total Assets: $145.1M
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 | 1,918 | $145.1M | $9.6M | $10.8M |
| 2023 | 1,616 | $115.1M | $7.6M | $9.1M |
| 2022 | 1,235 | $92.8M | $6.2M | $7.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $177,262 | — | $177,262 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT MGMT | $74,602 | — | $74,602 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $251,864
- Estimated Expense Ratio: 0.174% 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 | $251,864 | $74,602 | — | — | — |
| 2023 | $193,325 | $63,426 | — | — | — |
| 2022 | $201,997 | — | $201,997 | — | — |