Plan Ledger DOL Form 5500 · updated monthly

Navigant Holdings, LLC401(k)

NAVIGANT MOTOR GROUP 401(K) PLAN · BEDFORD, TX · plan year 2024

Reported admin expense ratio · 2024
1.34%

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

Navigant Holdings, LLC reported $25,317 in plan administrative expenses for 2024: 1.34% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,317 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 rose from 0.03% to 1.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (4,852nd of 5,688), and 4,619th of 5,215 in retail trade. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,173,018
Participants with balances164
Active participants203
Employer contributions$267,408
Employee contributions$395,551
Employer contribution per active participant$1,317
Average account balance$13,250
Benefits paid to participants$271,189
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.2M · 164 accts · $267K emplr
2023$1.6M · 149 accts · $238K emplr
2022$174K · 132 accts · $68K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,539
Investment management$3,389
Total administrative$25,317
The Navigant Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,317
Median for plans this size$1,313
2024$1,317 per active participant
2023$795 per active participant
2022$325 per active participant

Navigant Holdings, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$18,413
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$6,771

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

Administrative cost history3
2024$25,317 · 1.34%
2023$1,043 · 0.12%
2022$52 · 0.03%
Similar plansRetail Trade · Texas
Lawn & Garden, LLC TX$2.5M · 0.73%
Stadium Motorcars LLC TX$2.4M · 2.33%
Mike Calvert, LLC TX$2.2M · 0.17%
Peak Trailer Group, LLC TX$2.1M · 0.18%
Dick Poe Motors TX$2.1M · 1.19%
McGavock Auto Group, LLP TX$2.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 881688150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.