Filings through Oct 24, 2026.

Navitas Wealth Advisors, LLC

EIN 84-3201990financial servicesLatest filing 2024

Plans

Retirement

$3.3M assets

Health & Benefits

Participants

213 DRAPERTON DR., SUITE A - RIDGELAND, MS 39157601-991-2830navitaswa.comLinkedIn11-50 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$3.3M - 25 part

Plan deep-dives

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Retirement#001

NAVITAS WEALTH ADVISORS 401(K) PLAN

401(k)

Assets$3.3M

Participants25

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans

1 plan on this EIN

Plan	Name	Type	Assets	Participants	Latest year
#001	NAVITAS WEALTH ADVISORS 401(K) PLAN	401(k)	$3.3M	25	2024

NAVITAS WEALTH ADVISORS 401(K) PLAN$3.3M
#001 · 401(k) · 202425