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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

7,373

Total plan assets

$323.6M

Filings (rows)

Direct comp

$70K

Indirect comp

Showing only "NAVIGATE"

View all 7 variants aggregated →

NAVIGATE RETIREMENT SOLUTIONS9 NAVIGATE 401K7 NAVIGATE FINANCIAL5 NAVIGATE WELLBEING3 NAVIGATE3603 NAVIGATE3 NAVIGATE WELLNESS2

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Electrical Workers Local 369 Benefit Fund Electrical Workers Local 369 Benefit Fund · all filings	LOUISVILLE, KY	Other service providers	2,994	$122.7M	$21K	$0
Electrical Workers Local 369 Benefit Fund Electrical Workers Local 369 Benefit Fund · all filings	LOUISVILLE, KY	Other service providers	2,433	$112.4M	$22K	$0
Electrical Workers Local 369 Benefit Fund Electrical Workers Local 369 Benefit Fund · all filings	LOUISVILLE, KY	Other service providers	1,946	$88.5M	$26K	$0