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Navigate 401K, LLC

EST. AUM
$317,893,600

CONTACTS
2

CLIENT ACCOUNTS
80

Firm Details

Metro area Birmingham
CRD Number 309466
Website navigate401k.com
Client types

Overview

Navigate 401K, LLC specializes in 3(38) fiduciary retirement plan advisory, offering employers streamlined plan management and retirement readiness. Located in Birmingham, Alabama, the firm prepares Investment Policy Statements, monitors investment menus, provides regulatory guidance, administers plan governance, and offers participant education. With a client-first philosophy, they deliver low-fee, highly organized, and legally compliant solutions for plan sponsors.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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