How big is Navigate Counseling SVS' plan?

Navigate Counseling SVS' plan reported $6K in assets and 9 participants for 2023.

Original filing (PDF)20250327132442NAL0009366707001

Navigate Counseling SVS

Name: Navigate Counseling SVS — Navigate Counseling SVS, Form 5500 (2023)
Creator: Navigate Counseling SVS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Navigate Counseling SVS SOCA Benefit Plan

Health & welfare plan · Navigate Counseling SVS' Navigate Counseling SVS SOCA Benefit Plan held $6K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$2K

People on this filing

Matt Appenzeller signed Navigate Counseling SVS' 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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 Counseling SVS' EIN is 85-3633974.

EIN 85-3633974

Plan number 501

Plan year 2023

ACK ID 20250327132442NAL0009366707001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Navigate Counseling SVS from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Navigate Counseling SVS' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAVIGATE COUNSELING SVS.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score