Navex Global, Inc. 401(k) Plan: Login, Facts & Contact Information

Navex Global, Inc. 401(k) Plan Facts

Plan name
NAVEX GLOBAL 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NAVEX GLOBAL, INC.
Participants
1,566 (979 active employees)
Former employees with a balance
460
Plan assets
$94,819,836 at Dec 31, 2024
Average account balance
$68,660 across 1,381 accounts
Employer contributions
$2,294,890 in plan year 2024 (21% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2003
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.8 million went into the plan in contributions, $2.29 million of it from the employer (21%).
  • $8.96 million was paid out to participants.
  • Investment and other income added $12.2 million.
  • Administrative expenses were $160,580, about $116 per account.

How the Navex Global, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,360$42.9 million$1.51 million$3.46 million
20201,577$55.7 million$1.72 million$4.72 million
20211,356$66.3 million$1.85 million$6.98 million
20221,445$60.5 million$2.10 million$4.84 million
20231,564$80.9 million$2.37 million$4.42 million
20241,566$94.8 million$2.29 million$8.96 million

Navex Global, Inc. 401(k) Contact Information

Phone
971-250-4100
Mailing address
5500 MEADOWS ROAD SUITE 500, LAKE OSWEGO OR 97035
Plan sponsor
NAVEX GLOBAL, INC.
Employer identification number (EIN)
03-0513136
Plan number
001

Questions about the Navex Global, Inc. 401(k)

Does Navex Global, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.29 million, 21% of all contributions.

Does the Navex Global, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Navex Global, Inc 401(k) plan?

1,566 participants at the start of plan year 2024, 979 of them active employees, and 460 former employees who still had money in the plan.

What is the average 401(k) balance at Navex Global, Inc?

About $68,660 per account: $94.8 million in plan assets across 1,381 accounts with a balance at the end of plan year 2024.

Who manages the Navex Global, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Navex Global, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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