Naviant, Inc. 401(k) Plan
Sponsored by Naviant, Llc. · EIN 391568840 · Plan #001
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 130
- With balances
- 157
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Park Capital Management, Llc CRD 158965 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $62,233 |
| Park Capital Management Llc | Investment advisory (plan) | $51,055 |
| Empower Advisory Group, Llc | Investment management | $3,621 |
| Peak Retirement Group | Contract administrator | $2,775 |