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

Active participants

1,524

Total plan assets

$172.8M

Filings (rows)

Direct comp

$109K

Indirect comp

$13K

SERVICES PROVIDED

Other service providers3

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Okland Management Corporation Okland 401(k) Profit Sharing Plan · all filings	SALT LAKE CITY, UT	Other service providers	1,115	$147.3M	$51K	$0
Driggs, Bills & Day, P.C. Driggs Bills & Day P.C. 401(k) Profit Sharing Plan & Trust · all filings	SALT LAKE CITY, UT	Advisor / Consultant	172	$7.6M	$27K	$0
Allen Communication Learning SER Allen Communication Learning Services, Inc. 401(k) Plan · all filings	SALT LAKE CITY, UT	Other service providers	84	$6.1M	$21K	$0
SERA Prognostics, Inc. SERA Prognostics, Inc. 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	57	$6.1M	$0	$13K
Allen Communication Learning SER Allen Communication Learning Services, Inc. 401(k) Plan · all filings	SALT LAKE CITY, UT	Other service providers	96	$5.7M	$10K	$0