Chintan Sheth signed Navika Capital Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Navika Capital Group, LLC's EIN is 20-2969882.
Download the official 2024 Form 5500 (PDF) for Navika Capital Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Navika Capital Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES, LLC | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $605K | 13.5% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $495K | 11.0% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $364K | 8.1% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $347K | 7.7% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $335K | 7.5% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $308K | 6.9% | |
| ALGER CAPAPP INSTL FUND - R | Registered Investment Companies | — | — | $282K | 6.3% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $278K | 6.2% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $226K | 5.0% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $203K | 4.5% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $188K | 4.2% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $164K | 3.6% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $65K | 1.5% | |
| JPMORGAN MID CAP GROWTH R2 | Registered Investment Companies | — | — | $60K | 1.3% | |
| VICTORY INTEGRITY SM CAP VAL R | Registered Investment Companies | — | — | $55K | 1.2% | |
| BLACKROCK MID CAP GR EQUITY-R | Registered Investment Companies | — | — | $47K | 1.0% | |
| INVESCO COMSTOCK R | Registered Investment Companies | — | — | $46K | 1.0% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $44K | 1.0% | |
| MACQUARIE SMALL CAP VALUE - R | Registered Investment Companies | — | — | $35K | 0.8% | |
| JANUS HENDERSON BALANCED - R | Registered Investment Companies | — | — | $34K | 0.7% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $32K | 0.7% | |
| JPMORGAN CORE BOND - R2 | Registered Investment Companies | — | — | $30K | 0.7% | |
| MFS RESEARCH INTL - R2 | Registered Investment Companies | — | — | $27K | 0.6% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $27K | 0.6% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $26K | 0.6% | |
| CAREAGLE SMALL CAP GROWTH - I | Registered Investment Companies | — | — | $20K | 0.4% | |
| INVESCO SMALL CAP EQUITY - R | Registered Investment Companies | — | — | $19K | 0.4% | |
| PGIM JENN NATURAL RESOURCES R | Registered Investment Companies | — | — | $18K | 0.4% | |
| AMERICAN FUNDS CORP BOND R2E | Registered Investment Companies | — | — | $17K | 0.4% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $16K | 0.4% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $12K | 0.3% | |
| AMERCENT STRATALLO MODERATE -R | Registered Investment Companies | — | — | $11K | 0.3% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $11K | 0.2% | |
| PUTNAM FOCUSED EQUITY R | Registered Investment Companies | — | — | $10K | 0.2% | |
| BLACKROCK HIGH YIELD R | Registered Investment Companies | — | — | $9K | 0.2% | |
| PIMCO TOTAL RETURN FUND - R | Registered Investment Companies | — | — | $8K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R2E | Registered Investment Companies | — | — | $7K | 0.2% | |
| MACQUARIE HIGH INCOME R | Registered Investment Companies | — | — | $4K | <0.1% | |
| PIMCO REAL RETURN - CLASS R | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WEST HARTFORD, CT |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCONNOR DAVIES, | 27-1728945 | — | ACCOUNTANT | $30K | — |
