Navigate Financial, Inc.

EIN 46-3197560financial servicesLatest filing 2025

Plans

Retirement

$543K assets

Welfare

Participants

3663 COLLEGE ST SE STE B - LACEY, WA 985032303360-628-8175navigatefinancialnw.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$543K - 5 part

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Retirement#001

NF 401(K) PLAN

401(k)

Assets$543K

Participants5

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	NF 401(K) PLAN	401(k)	$543K	5	2025

Retirement plans

Filings through Oct 24, 2026.

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