Form 5500 Search

NAVIGATE 401K

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
7
Active participants
3,564
Total plan assets
$318.6M
Filings (rows)
7
Direct comp
$307K
Indirect comp
$9K

SERVICES PROVIDED

Advisor / Consultant5
Other2

Top plans served

All 7 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
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
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
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
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
NAVIGATE 401K — Form 5500 Service Provider Profile | Form 5500 Search