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Original filing (PDF)20250915162657NAL0001178049001
NAVIA BENEFIT SOLUTIONS
Form 5500
FILING_RECEIVED
NAVIA BENEFIT SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
476
Accounts w/ balance
716
Plan assets (EOY)
$37.5M
Net assets (EOY)
$37.5M
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 (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAVIA BENEFIT SOLUTIONS.
Plan sponsor
Name
NAVIA BENEFIT SOLUTIONS
EIN
91-1467758
Address
705 S. GRADY WAY, SUITE 350 · RENTON, WA · 98057
Phone
(425) 452-3500
Industry
Professional & Technical Servicessee 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
2025-09-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISOR | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DA DAVIDSO & CO | 06-1375177 | — | BROKER/DEALER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $73.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$37.3M
31 holdings
Pooled Separate Account
$36.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36.3M | 96.8% | |
| Voya MyCompass American Funds 2030 | — | — | — | $6.1M | 16.4% | |
| Voya MyCompass American Funds 2035 | — | — | — | $4.5M | 12.0% | |
| Voya MyCompass American Funds 2040 | — | — | — | $3.7M | 9.9% | |
| Voya MyCompass American Funds 2050 | — | — | — | $2.8M | 7.5% | |
| Voya Vanguard 500 Index Fund | — | — | — | $2.7M | 7.3% | |
| Voya MyCompass American Funds 2045 | — | — | — | $2.4M | 6.4% | |
| Voya American Funds Growth Fund of America | — | — | — | $2.2M | 6.0% | |
| Voya American Funds Capital World Growth Fund | — | — | — | $2.0M | 5.4% | |
| Voya MyCompass American Funds 2025 | — | — | — | $1.4M | 3.7% | |
| Voya MyCompass American Funds 2020 | — | — | — | $1.2M | 3.3% | |
| Voya MyCompass American Funds 2055 | — | — | — | $1.2M | 3.1% | |
| Voya Vanguard Total Stock Market Index Fund | — | — | — | $954K | 2.5% | |
| Voya American Funds American Balanced Fund | — | — | — | $800K | 2.1% | |
| Voya Eaton Vance Income Fund of Boston | — | — | — | $743K | 2.0% | |
| Voya American Funds EuroPacific Growth Fund | — | — | — | $679K | 1.8% | |
| Voya MyCompass American Funds 2060 | — | — | — | $639K | 1.7% | |
| Voya Insurance Contract | — | — | — | $509K | 1.4% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | — | — | — | $462K | 1.2% | |
| Voya Clearbridge Small Cap Growth Fund | — | — | — | $390K | 1.0% | |
| Voya DFA International Small Company Portfolio | — | — | — | $360K | 1.0% | |
| Voya American Funds New World Fund | — | — | — | $304K | 0.8% | |
| Voya JPMorgan Large Cap Value Fund | — | — | — | $261K | 0.7% | |
| Voya MyCompass American Funds 2065 | — | — | — | $204K | 0.5% | |
| Voya Vanguard Small Cap Index Fund | — | — | — | $184K | 0.5% | |
| Voya MyCompass American Funds 2010 | — | — | — | $161K | 0.4% | |
| Voya American Funds Washington Mutual | — | — | — | $119K | 0.3% | |
| Voya PIMCO Real Return Fund | — | — | — | $87K | 0.2% | |
| Voya MyCompass American Funds 2015 | — | — | — | $37K | <0.1% | |
| Voya Money Market Fund | — | — | — | $10K | <0.1% | |
| Voya DFA Commodity Strategy Partner Fund | — | — | — | $6K | <0.1% | |
| Voya American Funds Intermediate Bond Fund of America | — | — | — | $5K | <0.1% |
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