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Sponsor portfolio

WELLSITE NAVIGATOR, LLC

EIN 35-2643228-oil & energy-Latest filing 2024
Plans
2
Retirement
2
$433K assets
Welfare
0
Participants
10
1801 MAIN STREET, SUITE 1300 - HOUSTON, TX 77002281-254-9417wellsitenavigator.comLinkedIn11-50 employeesoil & energy
Plans on this EIN
2 filings
#002TraditionalDB-$346K - 3 part#001401k-$88K - 7 part

Retirement portfolio analytics

2 plans aggregated / $433K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • DEFINED BENEFIT PLAN (#002)80%
  • PROFIT SHARING PLAN (#001)20%
Total $433KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • DEFINED BENEFIT PLAN (#002)3
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WELLSITE NAVIGATOR, LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$346K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WELLSITE NAVIGATOR, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$88K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WELLSITE NAVIGATOR, LLC DEFINED BENEFIT PLANTraditionalDB$346K32024
001WELLSITE NAVIGATOR, LLC 401(K) PROFIT SHARING PLAN401k$88K72024
Retirement plans
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