Naviant, LLC. (EIN 39-1568840) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $21.7M in plan assets and 260 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Naviant, Inc. 401(k) Plan | 001 | 130 | $21.7M |
| Naviant, Inc. WRAP Plan | 501 | 130 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
39-1568840 is the Employer Identification Number (EIN) Naviant, LLC. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Wisconsin EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
