# Navitus Health Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/navitus-health-solutions-llc-401k-plan

> Navitus Health Solutions, LLC's 401(k) plan: 1,918 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/deloitte-and-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|—|—|

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