Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 3 in 2023
Providers › Navigate Retirement Solutions
Navigate Retirement Solutions
- Service provider, as named on Schedule C
- EIN 550846628
- Plan year 2024
- Direct compensation reported $288,550
Assets of those plans
$366,811,105
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$288,550
91% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Western Equipment, LLC Retirement Savings Plan | Western Equipment | $52,413,804 | 753 | $47,200 |
| Central Bank Illinois 401(k) Profit Sharing Plan | Central Bank Illinois | $51,237,419 | 190 | $18,172 |
| Midtronics, Inc. 401(k) Profit Sharing Plan | Midtronics | $43,666,780 | 206 | $36,000 |
| Wyffels Hybrids, Inc. Employees' Profit Sharing and Savings Plan | Wyffels Hybrids | $43,129,303 | 315 | $40,949 |
| Backlund Investment Co Profit Sharing & 401(k) Plan | Backlund Investment | $42,774,412 | 207 | $0 |
| Epic CPF 401(k) Plan | Epic Enterprises | $35,739,855 | 574 | $19,208 |
| Wirecrafters, LLC 401(k) Profit Sharing Plan & Trust Agreement | Wirecrafters | $33,504,486 | 283 | $14,608 |
| Refreshment Services, Inc. 401(k) Plan | Refreshment Services | $23,424,034 | 272 | $46,542 |
| Human Kinetics, Inc. 401(k) Plan | Human Kinetics | $19,657,716 | 191 | $29,916 |
| U.S. Truck Body 401(k) Retirement Plan | Mid-america Truck Corporation DBA US Truck Body/midwest | $13,779,723 | 152 | $20,099 |
| American Bank and Trust Company 401(k) Profit Sharing Plan | American Bank and Trust | $7,483,573 | 115 | $15,856 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.