Plan Ledger DOL Form 5500 · updated monthly

Nava Pbc401(k)

NAVA 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Nava Pbc reported $11,128 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,772 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 270th-largest of 618 plans among District of Columbia employers on file, and the 4,508th of 11,654 in professional & technical services. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 204 to 379 since 2022.

Plan summary
Net assets, end of year$26,881,544
Participants with balances507
Active participants379
Employer contributions$2,187,751
Employee contributions$4,158,632
Employer contribution per active participant$5,772
Average account balance$53,021
Benefits paid to participants$1,738,279
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 507 accts · $2.2M emplr
2023$18.0M · 435 accts · $1.5M emplr
2022$11.2M · 315 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,128
Total administrative$11,128
The Nava Pbc 401(k) match · 2024
Employer contribution per active participant$5,772
Median for plans this size$2,416
2024$5,772 per active participant
2023$4,916 per active participant
2022$6,172 per active participant

Nava Pbc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$11,128

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$11,128 · 0.05%
2023$5,925 · 0.04%
2022$7,203 · 0.06%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Dexis Consulting Group DC$27.2M · 0.29%
Wdg Architecture, PLLC DC$26.6M · 0.34%
Hausfeld LLP DC$25.4M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474590452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.