· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NAVIGATE THE JOURNEY LLC — NAVIGATE THE JOURNEY LLC 401(K)/PROFIT SHARING, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250922205221NAL0005608865001
NAVIGATE THE JOURNEY LLC
Form 5500-SF
FILING_RECEIVED
NAVIGATE THE JOURNEY LLC 401(K)/PROFIT SHARING
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$634K
Net assets (EOY)
$634K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NAVIGATE THE JOURNEY LLC
.
Find decision makers
Plan sponsor
Name
NAVIGATE THE JOURNEY LLC
EIN
82-1929962
Address
5203 HEATHROW HILLS DRIVE · BRENTWOOD, TN · 37027
Phone
(615) 870-7123
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
AM WALTER, LLC
AM WALTER, LLC 401(K) PROFIT SHARING PLAN
$634K · 5 participants
PERFORMARK INC
PERFORMARK, INC. RETIREMENT PLAN
$636K · 7 participants
CAPITAL CITY HOSPITALITY GROUP
CAPITAL CITY HOSPITALITY GROUP 401(K) PLAN
$632K · 42 participants
DEGNAN & BATEMAN
DEGNAN & BATEMAN 401(K) SAFE HARBOR PLAN
$638K · 2 participants
ACTION RENTALS AND SALES, INC.
ACTION RENTALS AND SALES, INC. PROFIT SHARING 401(K) PLAN
$640K · 14 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ALL4STAFF, INC.
WORKBRIGHT 401(K) PLAN
$642K · 43 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
