Navigate360, LLC 401(k) Profit Sharing Plan and Trust
Navigate360, LLC, Richfield OH. Employer ID 462392448, plan number 001. Annual reports on file for 2016 to 2023.
Where the money went
Plans that moved money into this one:
- 2020: money from Lauren International, Ltd. 401(k) Retirement Plan moved in.
- 2023: money from Worksmart Systems, Inc. 401(k)profit Sharing Plan and Trust moved in.
- Filed 2016-2023Navigate360, LLC 401(k) Profit Sharing Plan and Trust, Navigate360, LLC
- 2023Assets transferred to Savewisetm Pooled Employer Plan
- TodaySavewisetm Pooled Employer Plan still files. Newport Group, Inc. keeps the records. That is where to ask.
Records are kept by Newport Group, Inc., per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2017: The employer adopted a resolution to terminate the plan.
- 2018: The employer adopted a resolution to terminate the plan.
- 2023: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2023: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
- 2023: The employer adopted a resolution to terminate the plan.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2016 | 35 | — | Filing |
| 2017 | 3 | — | Filing |
| 2018 | 0 | — | Filing |
| 2019 | 86 | — | Filing |
| 2020 | 89 | — | Filing |
| 2021 | 170 | — | Filing |
| 2022 | 279 | 34 | Filing |
| 2023 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.