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Companies

companyNavy Federal Credit Union
$4.7Breported plan assets
EIN: 53-0116705Location: VAPlans: 4Participants: 70,939Latest: 2023
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Plans

planNavy Federal 401(K) Savings PlanFinancial statementProvider compensation2023 filing
$2.6Breported assets (EOY)
Sponsor: Navy Federal Credit UnionEIN: 53-0116705Plan: 002Participants: 26,562Assets: $2,620,317,290Net assets: $2.6BAssets / participant: $98.6KLocation: Merrifield, VALatest: 2023
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planNavy Federal Credit Union Employees' Retirement PlanFinancial statementProvider compensation2023 filing
$2Breported assets (EOY)
Sponsor: Navy Federal Credit UnionEIN: 53-0116705Plan: 001Participants: 19,921Assets: $2,034,296,818Net assets: $2BAssets / participant: $102.1KLocation: Merrifield, VALatest: 2023
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planNavy Federal Credit Union Welfare Benefits Plan2023 filing
Sponsor: Navy Federal Credit UnionEIN: 53-0116705Plan: 502Participants: 22,941Assets: not reported in the loaded datasetLocation: Merrifield, VALatest: 2023
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planNavy Federal Credit Union Retiree Health Reimbursement Account Plan2023 filing
Sponsor: Navy Federal Credit UnionEIN: 53-0116705Plan: 511Participants: 1,515Assets: not reported in the loaded datasetLocation: Merrifield, VALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Navy Federal Credit Union Employees' Retirement Plan
Sponsor: Navy Federal Credit UnionEIN: 53-0116705Plan: 001Ack ID: 20240903091624NAL0018395217001
filing2023 Form 5500 — Navy Federal 401(K) Savings Plan
Sponsor: Navy Federal Credit UnionEIN: 53-0116705Plan: 002Ack ID: 20240730102820NAL0031510448001
filing2023 Form 5500 — Navy Federal Credit Union Welfare Benefits Plan
Sponsor: Navy Federal Credit UnionEIN: 53-0116705Plan: 502Ack ID: 20250915140431NAL0001187025001
filing2023 Form 5500 — Navy Federal Credit Union Retiree Health Reimbursement Account Plan
Sponsor: Navy Federal Credit UnionEIN: 53-0116705Plan: 511Ack ID: 20240715172132NAL0002111409001