How big is Navigation Group, LLC's plan?

Navigation Group, LLC's plan reported $3.0M in assets and 8 participants for 2025.

Original filing (PDF)20260324165916NAL0004580848001

Navigation Group, LLC

Name: Navigation Group, LLC — Navigation Group, LLC 401(k), Form 5500 (2025)
Creator: Navigation Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Navigation Group, LLC 401(k) Plan

401(k) retirement plan · Navigation Group, LLC's Navigation Group, LLC 401(k) Plan held $3.0M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Karen Franco signed Navigation Group, LLC's 2025 Form 5500 as plan administrator.

Karen Franco — 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

Navigation Group, LLC's EIN is 81-4954276.

EIN 81-4954276

Plan number 001

Plan year 2025

ACK ID 20260324165916NAL0004580848001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Navigation Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Navigation Group, 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 NAVIGATION GROUP, 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