NAVIGATE360, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan Contact
- Address: 3900 KINROSS LAKES PARKWAY, STE 200,RICHFIELD,OH
- Contact person: ALICIA M. TURNER
- Phone: (330) 661-0106
Plan General Information
NAVIGATE360, LLC 401(K) PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in NAVIGATE360, LLC 401(K) PROFIT SHARING PLAN AND TRUST is 279
NAVIGATE360, LLC 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for NAVIGATE360, LLC 401(K) PROFIT SHARING PLAN AND TRUST is $9,025.00.
NAVIGATE360, LLC 401(K) PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in NAVIGATE360, LLC 401(K) PROFIT SHARING PLAN AND TRUST is approximately $1,472.00
Investing in this additonal $1,472.00 for 20 years would give you extra $94,221.00, assuming a 10% annual return.
Investing in this additonal $1,472.00 for 20 years would give you extra $94,221.00, assuming a 10% annual return.
NAVIGATE360, LLC 401(K) PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate
In 2023, NAVIGATE360, LLC 401(K) PROFIT SHARING PLAN AND TRUST allocates $410,749.00 to match its employees' contributions, providing an employer match rate of 32.62% of their contributions
Enrollment Features
NAVIGATE360, LLC 401(K) PROFIT SHARING PLAN AND TRUST has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
- February 2025 MyPlanIQ Portfolio Update
- Maximizing Your Savings & Investments: The Power of 1% Over Time
- Key Retirement Ages: Essential Milestones for 401(k), IRA, Solo 401(k), SEP IRA, Social Security & Medicare
- Dividend Income Investments: Benefits and Pitfalls
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …