How big is Navasync Private Wealth LLC's plan?

Navasync Private Wealth LLC's plan reported $272K in assets and 4 participants for 2025.

Original filing (PDF)20260413094437NAL0014527281001

Navasync Private Wealth LLC

Name: Navasync Private Wealth LLC — Navasync Private, Form 5500 (2025)
Creator: Navasync Private Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Navasync Private Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Navasync Private Wealth LLC's Navasync Private Wealth LLC 401(k) Profit Sharing Plan & Trust held $272K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

People on this filing

Christine Weighell signed Navasync Private Wealth LLC's 2025 Form 5500 as plan administrator.

Christine Weighell — 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

Navasync Private Wealth LLC's EIN is 86-2563958.

EIN 86-2563958

Plan number 001

Plan year 2025

ACK ID 20260413094437NAL0014527281001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Navasync Private Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Navasync Private Wealth 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 NAVASYNC PRIVATE WEALTH 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