What public Form 5500 filings show about the Joel A. Larsen, SOLE Proprietorship DBA Navion Financial Advisors 401(k) plan — and how to find and check your own account.
Joel A. Larsen, SOLE Proprietorship DBA Navion Financial Advisors (EIN 20-1418645) reports NAVION FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $182K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Joel A. Larsen, SOLE Proprietorship DBA Navion Financial Advisors filing — schedules, fees, and providers.
Joel A. Larsen, SOLE Proprietorship DBA Navion Financial Advisors’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Joel A. Larsen, SOLE Proprietorship DBA Navion Financial AdvisorsHR for the recordkeeper’s name and login.
