401k Record

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Narvar 401(k)

Recordkeeping fees per participant · Narvar 401(k) Plan · plan year 2024

$25.36

Higher than 24% of the 14,075 plans $10 to 50M that report it.

Source

= $8,344 / 329
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250729110025NAL0001258115005, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729110025NAL0001258115005, received 2025-07-29

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-29.

Cost and contributions

Administrative expenses excluding investment management, per participant

$25.36

10th: $15.36median $118.8890th: $340.63

Higher than 16% of the 24,371 plans $10 to 50M that report it.

Source

= $8,344 / 329
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250729110025NAL0001258115005, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729110025NAL0001258115005, received 2025-07-29

Administrative expenses per participant

$58.18

10th: $26.86median $197.2590th: $456.10

Higher than 18% of the 25,098 plans $10 to 50M that report it.

Source

= $19,141 / 329
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729110025NAL0001258115005, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729110025NAL0001258115005, received 2025-07-29

Administrative expenses as a share of assets

0.127%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 24% of the 25,132 plans $10 to 50M that report it.

Source

= $19,141 / $15,128,740
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729110025NAL0001258115005, received 2025-07-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250729110025NAL0001258115005, received 2025-07-29

Employer contributions per participant

$0

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 329
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729110025NAL0001258115005, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729110025NAL0001258115005, received 2025-07-29

Employer share of total contributions

0.0%

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / $3,062,662
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729110025NAL0001258115005, received 2025-07-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250729110025NAL0001258115005, received 2025-07-29

Plan terms, as stated in Narvar, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250729110025NAL0001258115005, received 2025-07-29

Full record, Narvar 401(k) Plan

FieldValueSource
Plan sponsorNARVAR INCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250729110025NAL0001258115005, received 2025-07-29
Plan nameNARVAR 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250729110025NAL0001258115005, received 2025-07-29
Sponsor EIN / plan number80-0854035 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250729110025NAL0001258115005, received 2025-07-29
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250729110025NAL0001258115005, received 2025-07-29
Sponsor locationSAN MATEO, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250729110025NAL0001258115005, received 2025-07-29
Industry (business code)541511, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250729110025NAL0001258115005, received 2025-07-29
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250729110025NAL0001258115005, received 2025-07-29
Filing received2025-07-29Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250729110025NAL0001258115005, received 2025-07-29
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250729110025NAL0001258115005, received 2025-07-29
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250729110025NAL0001258115005, received 2025-07-29
Participants, beginning of year369Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250729110025NAL0001258115005, received 2025-07-29
Active participants182Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250729110025NAL0001258115005, received 2025-07-29
Participants, end of year353Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250729110025NAL0001258115005, received 2025-07-29
Participants with an account balance329Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729110025NAL0001258115005, received 2025-07-29
Total assets, beginning of year$12,322,460Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250729110025NAL0001258115005, received 2025-07-29
Total assets, end of year$15,128,740Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250729110025NAL0001258115005, received 2025-07-29
Net assets, end of year$15,128,740Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250729110025NAL0001258115005, received 2025-07-29
Total income$4,864,182Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250729110025NAL0001258115005, received 2025-07-29
Net income$2,806,280Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250729110025NAL0001258115005, received 2025-07-29
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729110025NAL0001258115005, received 2025-07-29
Participant contributions$2,268,940Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250729110025NAL0001258115005, received 2025-07-29
Other contributions (incl. rollovers)$793,722Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250729110025NAL0001258115005, received 2025-07-29
Total contributions$3,062,662Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250729110025NAL0001258115005, received 2025-07-29
Benefit payments$2,038,761Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250729110025NAL0001258115005, received 2025-07-29
Total expenses (incl. benefit payments)$2,057,902Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250729110025NAL0001258115005, received 2025-07-29
Total administrative expenses$19,141Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729110025NAL0001258115005, received 2025-07-29
Recordkeeping fees$8,344Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250729110025NAL0001258115005, received 2025-07-29
Investment advisory and management fees$10,797Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250729110025NAL0001258115005, received 2025-07-29
Administrative expenses excluding investment management$8,344derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250729110025NAL0001258115005, received 2025-07-29
Held in mutual funds$15,044,548Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250729110025NAL0001258115005, received 2025-07-29
Independent auditorPENSION ASSURANCE LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250729110025NAL0001258115005, received 2025-07-29

Position = column in the DOL layout for form year 2024. Filing 20250729110025NAL0001258115005, received 2025-07-29.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
GUIDELINE, INC.recordkeeperRECORDKEEPER 14 Plan administrator; 15 Recordkeeping and information management; 16 Consulting (general); 26 Investment advisory (participants); 27 Investment advisory (plan); 31 Named fiduciary; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 72 Other investment fees and expenses $17,495no
BENEFIT TRUST COMPANYCUSTODIAN 18 Custodial (other than securities); 19 Custodial (securities) $0yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250729110025NAL0001258115005, received 2025-07-29.

What changed since the 2023 plan year

Figure20232024Change
Total assets$12,322,460$15,128,74022.8%
Participants with a balance345329-4.6%
Administrative expenses$16,093$19,14118.9%
Recordkeeping fees per participant$22.67$25.3611.9%
Employer contributions$0$0

Prior filing 20241002220253NAL0018698066041, received 2024-10-02; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: NARVAR INC; SEC registrant: Narvar, Inc. (CIK 1650486, matched by EIN).