How big is Navarro Research and Engineering, Inc.'s plan?

Navarro Research and Engineering, Inc.'s plan reported $72.4M in assets and 590 participants for 2024.

Original filing (PDF)20251015124201NAL0002308403001

Navarro Research and Engineering, Inc.

Name: Navarro Research and Engineering, Inc. — Form 5500 Plan 001 (2024)
Creator: Navarro Research and Engineering, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Navarro Research and Engineering, Inc. 401(k) Plan

401(k) retirement plan · Navarro Research and Engineering, Inc.'s Navarro Research and Engineering, Inc. 401(k) Plan held $72.4M in plan assets for 590 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

590

Accounts w/ balance

876

Plan assets (EOY)

$72.4M

Net assets (EOY)

$72.4M

People on this filing

Margaret SIMS signed Navarro Research and Engineering, Inc.'s 2024 Form 5500 as plan administrator.

Margaret SIMS — 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

Navarro Research and Engineering, Inc.'s EIN is 62-1553678.

EIN 62-1553678

Plan number 001

Plan year 2024

ACK ID 20251015124201NAL0002308403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Navarro Research and Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Navarro Research and Engineering, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 83K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

NAVARRO RESEARCH AND ENGINEERING, INC.

EIN

all filings

Address

1020 COMMERCE PARK DRIVE · OAK RIDGE, TN · 37830

Phone

(865) 220-9650

Industry

Admin Support & Waste Mgmt

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$77K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RATHER & KITTRELL INC	—	KNOXVILLE, TN	INVESTMENT ADVISOR	$50K	—

Investments

31 direct securities · 1 pooled fund· $68.0M(94% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$52.0M

26 holdings

OTHER

$11.2M

1 holding

Common Collective Trust

$3.0M

1 holding

Common Collective Trusts

$1.8M

4 holdings

					% of plan
investment funds Vanguard 500 Index Admiral Mutual fund, variable rate of return (1)	OTHER	—	—	$11.2M	15.5%
Investment funds issued by trustee * American Funds 2035 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$6.8M	9.4%
American Funds 2030 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$6.7M	9.3%
Vanguard Growth Index - Admiral Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$5.7M	7.9%
American Funds Washington Mutual Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$5.1M	7.1%
American Funds 2025 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$4.6M	6.4%
American Funds American Balanced Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$3.5M	4.9%
INVESCO STABLE VALUE TRUST CLASS I INVESCO FUNDS · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$3.0M	4.1%
Vanguard Mid-Cap Value Index Admiral Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$2.3M	3.1%
American Funds 2040 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$2.1M	2.9%
American Funds 2045 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$1.9M	2.7%
Vanguard Small-Cap Value Index Admiral Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$1.9M	2.6%
Vanguard Total Intl Stock Index Admiral Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$1.8M	2.5%
American Funds 2020 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$1.6M	2.2%
Income Fund * American Funds Bond Fund of America Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$1.6M	2.2%
American Funds Growth Fund of Amer R6 Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$1.2M	1.7%
American Funds 2015 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$876K	1.2%
American Funds 2055 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$872K	1.2%
American Funds US Government Securities Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$662K	0.9%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual fund, variable rate of return (1)	Common Collective Trusts	—	—	$560K	0.8%
American Funds 2060 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$544K	0.8%
Vanguard Small-Cap Index Fund Admiral Shares Mutual fund, variable rate of return (1)	Common Collective Trusts	—	—	$505K	0.7%
American Funds 2065 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$485K	0.7%
American Funds Smallcap World Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$458K	0.6%
Vanguard Value Index Fund Admiral Shares Mutual fund, variable rate of return (1)	Common Collective Trusts	—	—	$450K	0.6%
DFA Investment Grade I Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$379K	0.5%
Fidelity Emerging Markets Index Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$348K	0.5%
Vanguard REIT Index Fund Mutual fund, variable rate of return (1)	Common Collective Trusts	—	—	$306K	0.4%
American Funds Global Balanced Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$165K	0.2%
Vanguard Inflation-Protected Secs Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$148K	0.2%
American Funds 2070 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$57K	<0.1%
American Funds 2010 Target Date Fund Mutual fund, variable rate of return (1)	Mutual Funds	—	—	$37K	<0.1%