Plan Snapshot
- Plan Sponsor: Navy Mutual Aid Association
- Sponsor EIN: 530116720
- Sponsor Address: 29 CARPENTER RD, ARLINGTON, VA, 222149998
- Plan Type: DB
- Total Participants: 37
- Total Assets: $30.1M
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 | 37 | $30.1M | $0 | $0 |
| 2023 | 40 | $29.7M | $750,000 | $0 |
| 2022 | 47 | $28.6M | $1.8M | $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 |
|---|---|---|---|---|
| JOHNSON LAMBERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON LAMBERT 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 | $173,145 | $73,912 | $87,618 | — | — |
| 2023 | $144,954 | $29,355 | $104,271 | — | — |
| 2022 | $60,080 | — | $38,784 | — | — |