Compass and Rudder Inc. d/b/a Navigate Forward

Richard Tatum signed Compass and Rudder Inc. d/b/a Navigate Forward's 2024 Form 5500 as plan administrator.

• Richard Tatum — Plan Administrator — Form 5500 signer

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

Compass and Rudder Inc. d/b/a Navigate Forward's EIN is 83-3466155.

Download the official 2024 Form 5500 (PDF) for Compass and Rudder Inc. d/b/a Navigate Forward from the U.S. Department of Labor's EFAST2 system.

Compass and Rudder Inc. d/b/a Navigate Forward's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).