Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NAVITAS CAPITAL MANAGEMENT LLC
EIN 84-4377872Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
24
3975 LANDMARK ST., SUITE 1200 - CULVER CITY, CA 90232773-988-7881
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 24 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#002
NAVITAS CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NAVITAS CAPITAL MANAGEMENT LLC 401(K) PLAN
401k
Assets$1.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NAVITAS CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $1.5M | 8 | 2024 | |
| 001 | NAVITAS CAPITAL MANAGEMENT LLC 401(K) PLAN | 401k | $1.2M | 16 | 2024 |
Retirement plans