Plan Snapshot
- Plan Sponsor: Navvis & Company
- Sponsor EIN: 475377029
- Sponsor Address: 555 MARYVILLE UNIVERSITY DR, ST. LOUIS, MO, 63141
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $27.4M
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 | 237 | $27.4M | $1.4M | $3.4M |
| 2023 | 292 | $22.1M | $1.2M | $2.9M |
| 2022 | 259 | $16.8M | $1.0M | $2.3M |
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 |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, LLP — Auditor
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 | $103,203 | $88,274 | — | — | — |
| 2023 | $82,653 | $69,209 | — | — | — |
| 2022 | $69,939 | — | $69,939 | — | — |