Filings through .
Sponsor portfolio
Navigate Wellness, LLC
EIN 27-2536219InformationLatest filing 2025
Plans
1
Retirement
1
$6.5M assets
Welfare
0
Participants
134
140 S. 68TH STREET, SUITE 2200 - WEST DES MOINES, IA 50266888-282-0822
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NAVIGATE 401(K) PLAN | 401(k) | $6.5M | 134 | 2025 |
Retirement plans