How big is Navigation Fund Services LLC's plan?

Navigation Fund Services LLC's plan reported $1.7M in assets and 22 participants for 2025.

Original filing (PDF)20260424220214NAL0006160273015

Navigation Fund Services LLC

Name: Navigation Fund Services LLC — Navigation Fund, Form 5500 (2025)
Creator: Navigation Fund Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Navigation Fund Services 401(k) Plan

401(k) retirement plan · Navigation Fund Services LLC's Navigation Fund Services 401(k) Plan held $1.7M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Elantha Barry signed Navigation Fund Services LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Navigation Fund Services LLC's EIN is 82-2432749.

EIN 82-2432749

Plan number 001

Plan year 2025

ACK ID 20260424220214NAL0006160273015

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Navigation Fund Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Navigation Fund Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAVIGATION FUND SERVICES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score