NAVIGATE FINANCIAL
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
5
Active participants
1,524
Total plan assets
$172.8M
Filings (rows)
5
Direct comp
$109K
Indirect comp
$13K
SERVICES PROVIDED
Other3
Advisor / Consultant2
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| OKLAND MANAGEMENT CORPORATION OKLAND 401(K) PROFIT SHARING PLAN | SALT LAKE CITY, UT | Other NONE | 1,115 | $147.3M | $51K |
| 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 |
| 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 |