Disclosures

Investment advisory services offered through Navigate 401K, LLC, an Investment Adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Navigate 401K, LLC also markets investment advisory services under the name, Main to Mill 401(k). The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Website articles provide general educational information. They are not individualized investment, legal, or tax advice. Services, fees, fiduciary responsibilities, and engagement terms are governed by the applicable written agreements.

The plan lookup processes company-name searches and plan-page requests against stored public Form 5500 filing data. It keeps filing data or lookup results temporarily in server memory. Search terms and plan-page URLs may remain in browser history and hosting request logs. Vercel uses IP addresses and request metadata to enforce lookup traffic limits. Its security services keep temporary request counters; search text is not included in those counters. Vercel applies its own retention practices to security logs. Information submitted through the plan-review form is stored in a private Sanity dataset and used to respond to your request. If you request a review from a plan-lookup page, we also save a reference to that plan. We keep a record of your privacy acknowledgment and notice version, when you submitted the inquiry, and the status and reference of its email notification. To limit repeated submissions, we save an identifier derived from the request's IP address. Resend sends a notification containing your contact details, company, message, sanitized referral information, submission time and inquiry reference to graham@maintomill.com. If you selected a plan, the email includes its plan reference. Vercel hosts the website.