NAVIGATE 401K Trademark

Serial Number: 99436081

NAVIGATE 401K is a trademark filed by Navigate 401K, LLC on October 9, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Navigate 401K, LLC

One Independence Plaza, Suite 816
Birmingham, AL 35209

Entity Type: 16

Legal Representation

Attorney of Record

Nathan DeWayne Pope

Correspondence Address

Nathan DeWayne Pope GORDON REES SCULLY MANSUKHANI, LLP

505 20th St N Ste 1650

Birmingham, AL 35203

United States

Trademark Details

Filing Date

October 9, 2025

Registration Date

Not Registered

First Use Anywhere

May 1, 2020

First Use in Commerce

May 1, 2020

Goods & Services

Employer-sponsored retirement plan consulting services; 401(k) plan administration and management services; ERISA fiduciary services, namely, 3(38) investment management services and 3(21) investment advisory services for employer-sponsored retirement plans; retirement plan design and implementation consulting; participant education and communication services for employer-sponsored retirement plans; retirement plan compliance monitoring and documentation services; investment committee facilitation and documentation services for employer-sponsored retirement plans; retirement plan vendor selection and management services; financial wellness program administration for plan participants; retirement plan fiduciary risk mitigation consulting services