# Navan, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tripactions-401k-plan

> Navan, INC.'s 401(k) plan: 1,145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Navan, INC.

- **Sponsor EIN:** 473424780

- **Sponsor Address:** 3045 PARK BOULEVARD, PALO ALTO, CA, 94306

- **Plan Type:** 401(k)

- **Total Participants:** 1,145

- **Total Assets:** $58.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,145|$58.7M|$0|$10.2M|

| 2023|1,089|$45.2M|$1.8M|$11.0M|

| 2022|1,171|$27.6M|$2.1M|$8.4M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$133,110|—|$133,110|

| MILLER KAPLAN|NONE|$14,750|—|$14,750|

| MILLER KAPLAN ARASE LLP|Auditor|$14,750|—|$14,750|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $162,610

- **Estimated Expense Ratio:** 0.277% 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|$147,926|$66|$133,110|$14,750|—|

| 2023|$137,003|$28|$122,975|$14,000|—|

| 2022|$102,037|$4|$83,283|—|$13,000|

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