NAVIGATE
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
30
Active participants
61,849
Total plan assets
$63.9B
Filings (rows)
30
Direct comp
$1.3M
Indirect comp
$22K
Aggregating 7 name variants under "NAVIGATE"
SERVICES PROVIDED
Other23
Advisor / Consultant7
Top plans served
All 30 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW GM RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $30.6B | $8K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW FORD RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $19.6B | $8K |
| THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN | DETROIT, MI | Other NONE | 0 | $12.7B | $8K |
| OKLAND MANAGEMENT CORPORATION OKLAND 401(K) PROFIT SHARING PLAN | SALT LAKE CITY, UT | Other NONE | 1,115 | $147.3M | $51K |
| ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND | LOUISVILLE, KY | Other NONE | 2,433 | $112.4M | $22K |
| INTEGRATION INNOVATION, INC. D/B/A I3 INTEGRATION INNOVATION, INC. 401(K) AND PROFIT SHARING PLAN | HUNTSVILLE, AL | Advisor / Consultant ADVISOR | 787 | $98.3M | $87K |
| ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND ELECTRICAL WORKERS LOCAL 369 BENEFIT FUND | LOUISVILLE, KY | Other NONE | 1,946 | $88.5M | $26K |
| INTEGRATION INNOVATION, INC. D/B/A I3 INTEGRATION INNOVATION, INC. 401(K) AND PROFIT SHARING PLAN | HUNTSVILLE, AL | Advisor / Consultant ADVISOR | 717 | $84.2M | $67K |
| INTEGRATION INNOVATION, INC. D/B/A I3 INTEGRATION INNOVATION, INC. 401(K) AND PROFIT SHARING PLAN | HUNTSVILLE, AL | Advisor / Consultant ADVISOR | 653 | $60.4M | $60K |
| WESTERN EQUIPMENT, LLC WESTERN EQUIPMENT, LLC RETIREMENT SAVINGS PLAN | CLINTON, OK | Other NONE | 706 | $52.4M | $47K |
| CENTRAL BANK ILLINOIS CENTRAL BANK ILLINOIS 401(K) PROFIT SHARING PLAN | GENESEO, IL | Other NONE | 162 | $51.2M | $18K |
| MIDTRONICS, INC. MIDTRONICS, INC. 401(K) PROFIT SHARING PLAN | WILLOWBROOK, IL | Other NONE | 155 | $43.7M | $36K |
| WYFFELS HYBRIDS, INC. WYFFELS HYBRIDS, INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN | GENESEO, IL | Other NONE | 275 | $43.1M | $41K |
| WIRECRAFTERS, LLC WIRECRAFTERS, LLC 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT | LOUISVILLE, KY | Other NONE | 262 | $33.5M | $15K |
| HY-VEE, INC. HY-VEE AFFILIATES' BENEFIT PLAN AND TRUST | WEST DES MOINES, IA | Other NONE | 15,809 | $32.2M | $164K |
| HY-VEE, INC. HY-VEE AFFILIATES' BENEFIT PLAN AND TRUST | WEST DES MOINES, IA | Other NONE | 16,054 | $28.5M | $168K |
| HY-VEE, INC. HY-VEE AFFILIATES' BENEFIT PLAN AND TRUST | WEST DES MOINES, IA | Other NONE | 16,095 | $27.2M | $168K |
| VIRTEX ENTERPRISES LP VIRTEX ENTERPRISES 401(K) PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISORY PLAN | 576 | $26.4M | $58K |
| VIRTEX ENTERPRISES LP VIRTEX ENTERPRISES 401(K) PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISOR | 431 | $25.9M | $36K |
| REFRESHMENT SERVICES, INC. REFRESHMENT SERVICES, INC. 401(K) PLAN | SPRINGFIELD, IL | Other NONE | 484 | $23.4M | $47K |
| MID-AMERICA TRUCK CORPORATION DBA US TRUCK BODY/MIDWEST U.S. TRUCK BODY 401(K) RETIREMENT PLAN | STREATOR, IL | Other NONE | 162 | $13.8M | $20K |
| COLLATERAL HOLDINGS, LLC THE COLLATERAL FAMILY OF COMPANIES 401(K) PLAN | BIRMINGHAM, AL | Other SERVICE PROVIDER | 200 | $12.1M | $0 |
| COLLATERAL HOLDINGS, LLC THE COLLATERAL FAMILY OF COMPANIES 401(K) PLAN | BIRMINGHAM, AL | Other SERVICE PROVIDER | 200 | $11.3M | $0 |
| DRIGGS, BILLS & DAY, P.C. DRIGGS BILLS & DAY P.C. 401(K) PROFIT SHARING PLAN & TRUST | SALT LAKE CITY, UT | Advisor / Consultant ADVISOR | 172 | $7.6M | $27K |
| AMERICAN BANK AND TRUST COMPANY, NA AMERICAN BANK AND TRUST COMPANY 401(K) PROFIT SHARING PLAN | DAVENPORT, IA | Other NONE | 76 | $7.5M | $16K |
| ALLEN COMMUNICATION LEARNING SER ALLEN COMMUNICATION LEARNING SERVICES, INC. 401(K) PLAN | SALT LAKE CITY, UT | Other INVESTMENT/FINANCIAL ADVI | 84 | $6.1M | $21K |
| SERA PROGNOSTICS, INC. SERA PROGNOSTICS, INC. 401(K) PLAN | SALT LAKE CITY, UT | Advisor / Consultant RIA | 57 | $6.1M | $0 |
| ALLEN COMMUNICATION LEARNING SER ALLEN COMMUNICATION LEARNING SERVICES, INC. 401(K) PLAN | SALT LAKE CITY, UT | Other INVESTMENT/FINANCIAL ADVI | 96 | $5.7M | $10K |
| COALFIRE SYSTEMS, INC. COALFIRE SYSTEMS, INC. WELFARE BENEFIT PLAN | GREENWOOD VLG, CO | Other WELLNESS | 1,029 | — | $64K |
| COALFIRE SYSTEMS, INC. COALFIRE SYSTEMS, INC. WELFARE BENEFIT PLAN | GREENWOOD VLG, CO | Other WELLNESS | 1,113 | — | $52K |