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Original filing (PDF)20250723103339NAL0003949329001
NAV TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
NAV TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
143
Accounts w/ balance
215
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 72 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAV TECHNOLOGIES, INC..
Plan sponsor
Name
NAV TECHNOLOGIES, INC.
EIN
45-5283348
Address
13693 SOUTH 200 WEST · DRAPER, UT · 840202414
Phone
(855) 226-8388
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VALENTINE & CALDWELL CPAS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
32 direct securities· $9.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Investments TIAA-CREF LifeCycle Index 2055 Inst | — | — | — | $1.6M | 16.7% | |
| TIAA Investments TIAA-CREF LifeCycle Index 2050 Inst | — | — | — | $1.5M | 16.2% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.2M | 13.1% | |
| TIAA Investments TIAA-CREF LifeCycle Index 2045 Inst | — | — | — | $1.1M | 11.5% | |
| TIAA Investments TIAA-CREF LifeCycle Index Ret Inc Inst | — | — | — | $789K | 8.3% | |
| TIAA Investments TIAA-CREF LifeCycle Index 2040 Inst | — | — | — | $616K | 6.5% | |
| TIAA Investments TIAA-CREF LifeCycle Index 2060 Inst | — | — | — | $477K | 5.0% | |
| TIAA Investments TIAA-CREF LifeCycle Index 2030 Inst | — | — | — | $330K | 3.5% | |
| TIAA Investments TIAA-CREF LifeCycle Index 2035 Inst | — | — | — | $207K | 2.2% | |
| TIAA Investments TIAA-CREF LifeCycle Index 2065 Inst | — | — | — | $206K | 2.2% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $197K | 2.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $183K | 1.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $178K | 1.9% | |
| JP Morgan Funds JP Morgan Large Cap Growth R6 Fund | — | — | — | $166K | 1.7% | |
| Vanguard Group Vanguard LifeStrategy Growth Inv Fund | — | — | — | $112K | 1.2% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fund | — | — | — | $97K | 1.0% | |
| The American Funds American Funds NewWorld R6 | — | — | — | $64K | 0.7% | |
| Participant loans Interest rates from 4.25% to 9.50% | — | — | — | $54K | 0.6% | |
| TIAA Investments TIAA-CREF LifeCycle Index 2025 Inst | — | — | — | $47K | 0.5% | |
| PIMCO Funds PIMCO Income Institutional Fund | — | — | — | $46K | 0.5% | |
| The American Funds American Funds Amer Bal R6 Fund | — | — | — | $46K | 0.5% | |
| Vanguard Group Vanguard LifeStrategy Income Inv Fund | — | — | — | $35K | 0.4% | |
| Principal Life Insurance Company Principal Guaranteed Option | — | — | — | $34K | 0.4% | |
| MFS Investment Management MFS Intl Diversification R6 Fd | — | — | — | $32K | 0.3% | |
| SEI Trust Company Allspring Spec Small Cap Value R6 | — | — | — | $21K | 0.2% | |
| Vanguard Group Vanguard ST Bond Index Admiral Fund | — | — | — | $19K | 0.2% | |
| Eagle Financial Services, Inc. Carillon Eagle MidCap Growth R6 Fund | — | — | — | $17K | 0.2% | |
| MassMutual Financial Group MassMutual Sel Small Cap Growth EO I | — | — | — | $16K | 0.2% | |
| Victory Funds Vic Triv Intl Small Cap R6 Fund | — | — | — | $16K | 0.2% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund | — | — | — | $12K | 0.1% | |
| TIAA Investments TIAA-CREF LifeCycle Index 2020 Inst | — | — | — | $6K | <0.1% | |
| PIMCO Funds PIMCO Total Return II Instl Fund | — | — | — | $2K | <0.1% |
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