How big is Wealth Navigation, LLC's plan?

Wealth Navigation, LLC's plan reported $81K in assets and 3 participants for 2024.

Original filing (PDF)20250922114657NAL0005182913001

Wealth Navigation, LLC

Name: Wealth Navigation, LLC — Oak Lane Retirement Plan, Form 5500 (2024)
Creator: Wealth Navigation, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Lane Retirement Plan

401(k) retirement plan · Wealth Navigation, LLC's Oak Lane Retirement Plan held $81K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

People on this filing

ADAM Fisher signed Wealth Navigation, LLC's 2024 Form 5500 as plan administrator.

ADAM Fisher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wealth Navigation, LLC's EIN is 72-1547273.

EIN 72-1547273

Plan number 001

Plan year 2024

ACK ID 20250922114657NAL0005182913001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Navigation, 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 WEALTH NAVIGATION, 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