How big is Naviture, LLC's plan?

Naviture, LLC's plan reported $46K in assets and 3 participants for 2024.

Original filing (PDF)20250723131222NAL0004507136001

Naviture, LLC

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

Form 5500-SF

FILING_RECEIVED

Naviture 401(k) Plan

401(k) retirement plan · Naviture, LLC's Naviture 401(k) Plan held $46K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

Plan identifiers

Naviture, LLC's EIN is 86-2975339.

EIN 86-2975339

Plan number 001

Plan year 2024

ACK ID 20250723131222NAL0004507136001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NAVITURE, LLC

EIN

all filings

Address

6701 WESTOWN PKWY, · STE 200 · WEST DES MOINES, IA · 50266

Phone

(515) 247-5518

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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