# Navy Federal Credit Union DB Plan
Source: https://planprovider.pro/companies/navy-federal-credit-union-plan-001

> Navy Federal Credit Union's DB plan: 20,269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Navy Federal Credit Union

- **Sponsor EIN:** 530116705

- **Sponsor Address:** PO BOX 3000, MERRIFIELD, VA, 221193000

- **Plan Type:** DB

- **Total Participants:** 20,269

- **Total Assets:** $2.1B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|20,269|$2.1B|$25.0M|$0|

| 2023|18,438|$2.0B|$36.0M|$0|

| 2022|16,335|$1.8B|$60.0M|$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|

| PRICEWATERHOUSECOOPERS LLC|Auditor|$63,190|—|$63,190|

### Verified Provider Profiles

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

- [PRICEWATERHOUSECOOPERS LLC](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,190

- **Estimated Expense Ratio:** 0.003% 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|$4,040,191|$1,091,506|—|$63,190|—|

| 2023|$4,355,182|$1,603,110|—|$61,216|—|

| 2022|$3,890,745|$1,606,715|—|—|$440,521|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/navy-federal-credit-union-plan-001)

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