Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WEALTH NAVIGATION ADVISORS
EIN 84-2542887financial servicesLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
18
6265 GREENWICH DR SUITE 251 - SAN DIEGO, CA 92122858-485-8839wealthnavigationadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WEALTH NAVIGATION ADVISORS 401(K) PLAN
401k
Assets$3.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEALTH NAVIGATION ADVISORS DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WEALTH NAVIGATION ADVISORS 401(K) PLAN | 401k | $3.2M | 10 | 2025 | |
| 002 | WEALTH NAVIGATION ADVISORS DEFINED BENEFIT PLAN | TraditionalDB | $2.4M | 8 | 2025 |
Retirement plans