How big is Naviter Wealth, LLC's plan?

Naviter Wealth, LLC's plan reported $605K in assets and 12 participants for 2024.

Original filing (PDF)20250728150117NAL0002243169001

Naviter Wealth, LLC

Name: Naviter Wealth, LLC — Naviter Wealth LLC 401(k) Plan, Form 5500 (2024)
Creator: Naviter Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Naviter Wealth LLC 401(k) Plan

401(k) retirement plan · Naviter Wealth, LLC's Naviter Wealth LLC 401(k) Plan held $605K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$605K

Net assets (EOY)

$605K

People on this filing

Lyndell Phillip Worthen signed Naviter Wealth, LLC's 2024 Form 5500 as plan administrator.

Lyndell Phillip Worthen — 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

Naviter Wealth, LLC's EIN is 85-4162844.

EIN 85-4162844

Plan number 001

Plan year 2024

ACK ID 20250728150117NAL0002243169001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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