How big is Navanti Group, LLC's plan?

Navanti Group, LLC's plan reported $3.8M in assets and 20 participants for 2024.

Original filing (PDF)20250528162824NAL0017901874001

Navanti Group, LLC

Name: Navanti Group, LLC — Navanti Group, LLC 401(k) Plan, Form 5500 (2024)
Creator: Navanti Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Navanti Group, LLC 401(k) Plan

401(k) retirement plan · Navanti Group, LLC's Navanti Group, LLC 401(k) Plan held $3.8M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Fred Payne signed Navanti Group, LLC's 2024 Form 5500 as plan administrator.

Fred Payne — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Navanti Group, LLC's EIN is 33-1201639.

EIN 33-1201639

Plan number 002

Plan year 2024

ACK ID 20250528162824NAL0017901874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Navanti Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Navanti Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAVANTI GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

NAVANTI GROUP, LLC

EIN

all filings

Address

1201 WILSON BLVD · SUITE 25-108 CO NAVANTI · ARLINGTON, VA · 22209

Phone

(703) 522-1020

Industry

Professional & Technical Services

Plan administrator