Plan Ledger DOL Form 5500 · updated monthly

Navan, Inc.401(k)

TRIPACTIONS 401(K) SAVINGS PLAN · PALO ALTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

Navan, Inc. reported $147,926 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. 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 0.43% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,554th-largest of 9,483 plans among California employers on file, and the 2,417th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$58,699,135
Participants with balances1,845
Active participants1,145
Employer contributions—
Employee contributions$10,181,865
Employer contribution per active participant—
Average account balance$31,815
Benefits paid to participants$6,174,901
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.7M · 1,845 accts
2023$45.2M · 1,680 accts · $1.8M emplr
2022$27.6M · 1,453 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$133,110
Investment management$66
Audit (IQPA)$14,750
Total administrative$147,926
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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$133,110
MILLER KAPLAN · Accounting / audit$14,750

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$147,926 · 0.28%
2023$137,003 · 0.38%
2022$102,037 · 0.43%
Same employer
Similar plansProfessional & Technical Services · California
Des Architects + Engineers CA$59.9M · 0.36%
Crystal Dynamics, Inc. CA$59.6M · 0.12%
Couchbase, Inc. CA$59.2M · 0.01%
Ase (U.S.) Inc. CA$58.8M · 0.14%
Rincon Consultants, Inc. CA$58.7M · 0.07%
Telestream, LLC CA$58.7M · 0.05%
Silk Road Medical, Inc. CA$58.7M · 0.12%
Jams, Inc. CA$58.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473424780 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.