Patty McKeown signed Navient Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Navient Corporation's EIN is 46-4054283.
Download the official 2024 Form 5500 (PDF) for Navient Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Navient Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$272K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $153K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $110.9M | 16.0% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $82.9M | 12.0% | |
| FID OTC POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 143 | Common Collective Trust | — | — | $50.7M | 7.3% | |
| FID FREEDOM 2040 K6 Registered Investment Company | Mutual Funds | — | — | $35.8M | 5.2% | |
| FID FREEDOM 2030 K6 Registered Investment Company | Mutual Funds | — | — | $33.4M | 4.8% | |
| BROKERAGELINK Self-directed Brokerage Account | Self-Directed Brokerage | — | — | $33.3M | 4.8% | |
| VANG VMMR-FED MMKT Registered Investment Company | Common Stocks | — | — | $28.8M | 4.1% | |
| FID BALANCED K Registered Investment Company | Mutual Funds | — | — | $26.1M | 3.8% | |
| LOOMIS SM CP GRTH N Registered Investment Company | Common Stocks | — | — | $21.3M | 3.1% | |
| AF WALSH MUTL INV R6 Registered Investment Company | Common Stocks | — | — | $20.6M | 3.0% | |
| VICTORY S ESTB VAL Y Registered Investment Company | Common Stocks | — | — | $20.5M | 3.0% | |
| FID FREEDOM 2055 K6 Registered Investment Company | Mutual Funds | — | — | $19.9M | 2.9% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $19.5M | 2.8% | |
| DODGE & COX INCOME X Registered Investment Company | Mutual Funds | — | — | $19.3M | 2.8% | |
| FID FREEDOM 2050 K6 Registered Investment Company | Mutual Funds | — | — | $19.1M | 2.8% | |
| FID FREEDOM 2035 K6 Registered Investment Company | Mutual Funds | — | — | $17.6M | 2.5% | |
| FID FREEDOM 2045 K6 Registered Investment Company | Mutual Funds | — | — | $17.5M | 2.5% | |
| FID INTL INDEX Registered Investment Company | Mutual Funds | — | — | $17.1M | 2.5% | |
| FID US BOND IDX Registered Investment Company | Common Collective Trusts | — | — | $13.1M | 1.9% | |
| FID FREEDOM 2025 K6 Registered Investment Company | Mutual Funds | — | — | $11.8M | 1.7% | |
| VANGUARD INTL VALUE Registered Investment Company | Mutual Funds | — | — | $11.3M | 1.6% | |
| FID FREEDOM 2020 K6 Registered Investment Company | Mutual Funds | — | — | $9.7M | 1.4% | |
| FID MID CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $9.6M | 1.4% | |
| NAVIENT STOCK FUND Common Stock Fund | Common Stocks | — | — | $7.4M | 1.1% | |
| FID SM CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $7.0M | 1.0% | |
| FID FREEDOM 2060 K6 Registered Investment Company | Mutual Funds | — | — | $6.9M | 1.0% | |
| Loans allowable under the plan instrument, collateralized by Participant account balances, are due in varying installments through 2036, with interest rates * Plan Participants ranging from 3.25% to 9% | Bonds / Notes | — | — | $6.3M | 0.9% | |
| AS SPL SM CAP VAL E WELLS FARGO BANK, N.A. · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.2M | 0.7% | |
| FID FREEDOM INC K6 Registered Investment Company | Mutual Funds | — | — | $1.5M | 0.2% | |
| FID INFL PR BD IDX Registered Investment Company | Common Collective Trusts | — | — | $1.4M | 0.2% | |
| FID FREEDOM 2010 K6 Registered Investment Company | Mutual Funds | — | — | $1.4M | 0.2% | |
| FID FREEDOM 2065 K6 Registered Investment Company | Mutual Funds | — | — | $1.1M | 0.2% | |
| FID FREEDOM 2015 K6 Registered Investment Company | Mutual Funds | — | — | $312K | <0.1% | |
| PGIM GLB TOT RTN Z Registered Investment Company | Common Stocks | — | — | $113K | <0.1% | |
| FID FREEDOM 2070 K6 Registered Investment Company | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
