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NAVION FINANCIAL ADVISORS

EIN 20-1418645-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$235K assets
Welfare
0
Participants
3
400 CAPITOL MALL, SUITE 900 - SACRAMENTO, CA 95814530-297-7441
Plans on this EIN
1 filing
#001401k-$235K - 3 part

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Retirement#001

NAVION FINANCIAL ADVISORS 401(K) PS PLAN

401k

Assets$235K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAVION FINANCIAL ADVISORS 401(K) PS PLAN401k$235K32025
Retirement plans
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