JOEL A. LARSEN, SOLE PROPRIETORSHIP DBA NAVION FINANCIAL ADVISORS 401(k) Plan
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.
The JOEL A. LARSEN, SOLE PROPRIETORSHIP DBA NAVION FINANCIAL ADVISORS 401(k) on its latest Form 5500
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.
Who runs the JOEL A. LARSEN, SOLE PROPRIETORSHIP DBA NAVION FINANCIAL ADVISORS 401(k)?
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.
How to check your JOEL A. LARSEN, SOLE PROPRIETORSHIP DBA NAVION FINANCIAL ADVISORS 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JOEL A. LARSEN, SOLE PROPRIETORSHIP DBA NAVION FINANCIAL ADVISORS HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).