How big is Navigate the Journey LLC's plan?

Navigate the Journey LLC's plan reported $634K in assets and 3 participants for 2024.

Original filing (PDF)20250922205221NAL0005608865001

Navigate the Journey LLC

Name: Navigate the Journey LLC — Navigate the Journey LLC, Form 5500 (2024)
Creator: Navigate the Journey LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Navigate the Journey LLC 401(k)/Profit Sharing

401(k) retirement plan · Navigate the Journey LLC's Navigate the Journey LLC 401(k)/Profit Sharing held $634K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$634K

Net assets (EOY)

$634K

People on this filing

Shelby Pierce signed Navigate the Journey LLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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

Navigate the Journey LLC's EIN is 82-1929962.

EIN 82-1929962

Plan number 003

Plan year 2024

ACK ID 20250922205221NAL0005608865001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Navigate the Journey LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 NAVIGATE THE JOURNEY 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