Filings through .
Filed September 15, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NAVIGATE 401K LLC1 year Service code 27 · EIN 85-0984196 | Advisory (Plan) | $23,284 |
REGIONS BANK1 year Service code 99 · EIN 63-0371391 1900 5TH AVE N. · BIRMINGHAM, AL 35203 | Other Fees | $20,181 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $18,034 |
2 funds of $250K or more; 3 lines in all, holding $12.5M of the plan's $12.8M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Investments Manager not matched · Mutual fund | $11.7M | 93.6% |
| Fixed Fund Manager not matched · Insurance contract | $789K | 6.3% |
| Receivables Participant contributions Manager not matched · Other | $16K | 0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.