How big is Wealth Navigation Advisors' plan?

Wealth Navigation Advisors' plan reported $2.4M in assets and 8 participants for 2024.

Original filing (PDF)20250625184259NAL0008054065001

Wealth Navigation Advisors

Name: Wealth Navigation Advisors — Wealth Navigation, Form 5500 (2024)
Creator: Wealth Navigation Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Navigation Advisors 401(k) Plan

401(k) retirement plan · Wealth Navigation Advisors' Wealth Navigation Advisors 401(k) Plan held $2.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Wealth Navigation Advisors' EIN is 84-2542887.

EIN 84-2542887

Plan number 001

Plan year 2024

ACK ID 20250625184259NAL0008054065001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Navigation Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTH NAVIGATION ADVISORS.

Finding similar companies…

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