How big is Navis Wealth Advisors LLC's plan?

Navis Wealth Advisors LLC's plan reported $419K in assets and 13 participants for 2024.

Original filing (PDF)20250626095046NAL0012299344001

Navis Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Navis Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Navis Wealth Advisors LLC's Navis Wealth Advisors LLC 401(k) Plan held $419K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$419K

Net assets (EOY)

$419K

People on this filing

Paul Fegan signed Navis Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Paul Fegan — 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

Navis Wealth Advisors LLC's EIN is 85-4148913.

EIN 85-4148913

Plan number 001

Plan year 2024

ACK ID 20250626095046NAL0012299344001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Navis Wealth Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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