NAVIGATE 401K Trademark

Trademark Overview


On Thursday, October 9, 2025, a trademark application was filed for NAVIGATE 401K with the United States Patent and Trademark Office. The USPTO has given the NAVIGATE 401K trademark a serial number of 99436081. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, October 9, 2025. This trademark is owned by Navigate 401K, LLC. The NAVIGATE 401K trademark is filed in the Insurance & Financial Services category with the following description:

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
navigate 401k

General Information


Serial Number99436081
Word MarkNAVIGATE 401K
Filing DateThursday, October 9, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, October 9, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEmployer-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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 9, 2025
Primary Code036
First Use Anywhere DateFriday, May 1, 2020
First Use In Commerce DateFriday, May 1, 2020

Trademark Owner History


Party NameNavigate 401K, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBirmingham, AL 35209

Trademark Events


Event DateEvent Description
Thursday, October 9, 2025NEW APPLICATION ENTERED
Friday, October 10, 2025APPLICATION FILING RECEIPT MAILED