How big is Navigator Financial, Inc.'s plan?

Navigator Financial, Inc.'s plan reported $70K in assets and 3 participants for 2024.

Original filing (PDF)20251014133445NAL0004111200001

Navigator Financial, Inc.

Name: Navigator Financial, Inc. — Navigator Financial, Form 5500 (2024)
Creator: Navigator Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Navigator Financial, Inc. Profit Sharing Plan

401(k) retirement plan · Navigator Financial, Inc.'s Navigator Financial, Inc. Profit Sharing Plan held $70K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

Plan identifiers

Navigator Financial, Inc.'s EIN is 56-2178988.

EIN 56-2178988

Plan number 001

Plan year 2024

ACK ID 20251014133445NAL0004111200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Navigator Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Navigator Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAVIGATOR FINANCIAL, INC..

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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