Wealth Navigation

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

1,631

Total plan assets

$15.5M

Filings (rows)

Direct comp

$2K

Indirect comp

$61K

Aggregating 2 name variants under "WEALTH NAVIGATION"

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WEALTH NAVIGATION4 WEALTH NAVIGATION ADVISORS1

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Potato Products of Idaho Potato Products of Idaho 401(k) Plan · all filings	RIGBY, ID	Advisor / Consultant	340	$5.7M	$0	$22K
Potato Products of Idaho Potato Products of Idaho 401(k) Plan · all filings	RIGBY, ID	Advisor / Consultant	358	$4.2M	$0	$17K
Potato Products of Idaho Potato Products of Idaho 401(k) Plan · all filings	RIGBY, ID	Advisor / Consultant	331	$3.0M	$0	$14K
HAWX Services LLC HAWX Services LLC 401(k) Plan · all filings	OGDEN, UT	Advisor / Consultant	364	$2.1M	$0	$9K
D & D Management Group D&D Management Group 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	238	$480K	$2K	$0