NAVIGATE 401K, LLC

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UUIDc9449ac7-f090-561c-b6f6-218558c70ff0

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:54

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	309466	309466	—	1.0
sec_file_number	801-119101	801-119101	—	—

Profile

Websitehttps://www.navigate401k.com

HQ CityBIRMINGHAM

HQ StateAL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)258,930,541.0
RAUM (discretionary)258,930,541.0
Actionable assets258,930,541.0
Accounts73.0

Institutional Clients

Government AUM—
Pension AUM258,930,541.0
Charitable AUM—
HNW AUM—

As of 2025-02-24 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
HOPKINS, CALEB, RYAN	MANAGING MEMBER / CCO	OFFICER	—	{"filing_id": "2018264", "owner_id": "5847819", "source": "adv_part1", "table": "Schedule_A_B"}
HUSSAR, CHRISTOPHER, NAGEL	MANAGING MEMBER	OFFICER	—	{"filing_id": "2018264", "owner_id": "4356304", "source": "adv_part1", "table": "Schedule_A_B"}
LADDEN, JUSTIN, ROSS	MANAGING MEMBER	OFFICER	—	{"filing_id": "2018264", "owner_id": "5364628", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

HOPKINS, CALEB, RYAN

MANAGING MEMBER / CCO

OFFICER

—

{"filing_id": "2018264", "owner_id": "5847819", "source": "adv_part1", "table": "Schedule_A_B"}

HUSSAR, CHRISTOPHER, NAGEL

MANAGING MEMBER

OFFICER

—

{"filing_id": "2018264", "owner_id": "4356304", "source": "adv_part1", "table": "Schedule_A_B"}

LADDEN, JUSTIN, ROSS

MANAGING MEMBER

OFFICER

—

{"filing_id": "2018264", "owner_id": "5364628", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/25/2025 03:46:18 PM",
  "filing_id": "2018264",
  "reg_type": "IA"
}
```

NAVIGATE 401K, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1