Craig Stebor signed Navvis & Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Navvis & Company's EIN is 47-5377029.
Download the official 2024 Form 5500 (PDF) for Navvis & Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Navvis & Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACROPOLIS INVESTMENT MANAGEMENT | 32-0016216 | — | INVESTMENT ADVISOR | $88K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I Mutual Fund | Mutual Funds | — | — | $9.8M | 35.8% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.6M | 24.0% | |
| Vanguard Total International Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.1M | 15.1% | |
| Vanguard Small-Cap Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $2.8M | 10.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $2.1M | 7.5% | |
| DFA Global Allocation 60/40 Portfolio Ins Mutual Fund | Mutual Funds | — | — | $1.0M | 3.7% | |
| Invesco Premier US Government Money Investment Mutual Fund | Mutual Funds | — | — | $286K | 1.0% | |
| Notes Receivable from Participants maturing through March 2029 - | Other securities | — | — | $221K | 0.8% | |
| Vanguard Short Term Federal Admiral Mutual Fund | Mutual Funds | — | — | $143K | 0.5% | |
| DFA Inflation-Protected Securities Portfolio Mutual Fund | Mutual Funds | — | — | $106K | 0.4% | |
| TD Ameritrade Self-Directed Brokerage Account Self-directed Brokerage Account | Self-Directed Brokerage | — | — | $48K | 0.2% | |
| DFA Intermediate Government Fixed Income Mutual Fund | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
