Filings through .
Sponsor portfolio
Navasync Private Wealth LLC
EIN 86-2563958financial servicesLatest filing 2025
Plans
1
Retirement
1
$272K assets
Welfare
0
Participants
4
149 AVENUE AT THE COMMONS, SUITE 1 - SHREWSBURY, NJ 077024314732-576-3802navasyncprivatewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NAVASYNC PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $272K | 4 | 2025 |
Retirement plans