How big is Policy Navigation Group, LLC's plan?

Policy Navigation Group, LLC's plan reported $2.8M in assets and 7 participants for 2024.

Original filing (PDF)20250725081054NAL0006349409001

Policy Navigation Group, LLC

Name: Policy Navigation Group, LLC — Policy Navigation, Form 5500 (2024)
Creator: Policy Navigation Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Policy Navigation Group Retirement Plan

401(k) retirement plan · Policy Navigation Group, LLC's Policy Navigation Group Retirement Plan held $2.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Policy Navigation Group, LLC's EIN is 20-1294916.

EIN 20-1294916

Plan number 001

Plan year 2024

ACK ID 20250725081054NAL0006349409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Policy Navigation Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Policy Navigation Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLICY NAVIGATION GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score