Plan Ledger DOL Form 5500 · updated monthly

Navitus Health Solutions, LLC401(k)

NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Navitus Health Solutions, LLC reported $251,864 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $5,011 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 0.22% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 174th-largest of 1,936 plans among Wisconsin employers on file, and the 129th of 2,534 in administrative & support services. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has grown from 1,235 to 1,918 since 2022.

Plan summary
Net assets, end of year$145,144,786
Participants with balances1,931
Active participants1,918
Employer contributions$9,611,273
Employee contributions$10,831,819
Employer contribution per active participant$5,011
Average account balance$75,166
Benefits paid to participants$10,068,867
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$145.1M · 1,931 accts · $9.6M emplr
2023$115.1M · 1,743 accts · $7.6M emplr
2022$92.8M · 1,405 accts · $6.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$177,262
Investment management$74,602
Total administrative$251,864
The Navitus Health Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$5,011
Median for plans this size$3,635
2024$5,011 per active participant
2023$4,714 per active participant
2022$5,030 per active participant

Navitus Health Solutions, LLC's 2024 employer contribution ran above the $3,635 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
SAGEVIEW ADVISORY GROUP, LLC · Investment management$74,602

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$251,864 · 0.19%
2023$193,325 · 0.19%
2022$201,997 · 0.22%
Same employer
Similar plansAdministrative & Support Services · Wisconsin
Manpowergroup Inc. WI$686.1M · 0.20%
Fac Services, LLC WI$383.7M · 0.08%
Empower HR, LLC WI$157.0M · 0.80%
Cielo, Inc. WI$63.5M · 0.38%
Visu-Sewer, Inc. WI$41.4M · 0.01%
Oneida Esc Group, LLC WI$40.4M · 0.17%
The Employer Group, Inc. WI$30.9M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043608530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.