Back to filter
Original filing (PDF)20250926095334NAL0009975504001
NAVMAR APPLIED SCIENCES CORPORATION
Form 5500
FILING_RECEIVED
NAVMAR APPLIED SCIENCES CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
260
Plan assets (EOY)
$31.9M
Net assets (EOY)
$31.9M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAVMAR APPLIED SCIENCES CORPORATION.
Plan sponsor
Name
NAVMAR APPLIED SCIENCES CORPORATION
EIN
23-2054431
Address
65 W. STREET ROAD · BUILDING-C · WARMINSTER, PA · 18974
Phone
(215) 675-4900
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FISCHER DORWART, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | PHILADELPHIA, PA | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INR ADVISORY SERVICES, LLC | 81-3968784 | MEDIA, PA | INVESTMENT ADVISOR | $71K | — |
Investments
18 direct securities· $31.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth ETF | — | — | — | $7.3M | 22.8% | |
| Vanguard Value ETF | — | — | — | $6.5M | 20.6% | |
| Vanguard FTSE All-World ex-US ETF | — | — | — | $6.4M | 20.2% | |
| Reliance Trust Stable Value Me ETF Vangaurd Total Bond Mkt ETF | — | — | — | $5.5M | 17.1% | |
| Vanguard Mid-Cap ETF | — | — | — | $1.9M | 6.0% | |
| Reliance Metlife Series 25053 ETF | — | — | — | $1.5M | 4.6% | |
| Vanguard Small Cap ETF | — | — | — | $641K | 2.0% | |
| Vanguard Short-Term Bond ETF | — | — | — | $476K | 1.5% | |
| iShares iBoxx $High Yd Corp ETF | — | — | — | $313K | 1.0% | |
| Vanguard Small Cap Growth ETF | — | — | — | $199K | 0.6% | |
| Vanguard Short-Term Infl Prot ETF 0 Advisor Trust FDIC Insured DDA ETF | — | — | — | $194K | 0.6% | |
| Vanguard Short-Term Corp Bd ETF | — | — | — | $59K | 0.2% | |
| iShares Barclays TIPS Bond ETF | — | — | — | $54K | 0.2% | |
| Vanguard Small Cap Value ETF | — | — | — | $50K | 0.2% | |
| Vanguard FTSE Emerging Mkts ETF | — | — | — | $47K | 0.1% | |
| Vanguard REIT Index ETF | — | — | — | $31K | <0.1% | |
| Vanguard Total Intl Bond ETF | — | — | — | $14K | <0.1% | |
| TD Bank USA Ins. Money Market Money Market | — | — | — | $1K | <0.1% |