AUMdb

Navy Federal 401(k) Savings Plan

Sponsored by Navy Federal Credit Union · EIN 530116705 · Plan #002 · Vienna, VA

Total assets
$3.2B
Net assets
$3.2B
Active participants
24,775
With balances
28,098

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $999,687
Pricewaterhousecoopers Accounting, Direct payment from the plan $60,082
Aon Hewitt Investment Consulting Consulting (general), Direct payment from the plan $42,026
Willis Towers Watson Us Llc Consulting (general), Direct payment from the plan $41,600