Plan Snapshot
- Plan Sponsor: Atlas Navigators, LLC
- Sponsor EIN: 472544071
- Sponsor Address: 455 E. PIKES PEAK, STE 305, COLORADO SPRINGS, CO, 80903
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 328 | $9.0M | $469,415 | $1.2M |
| 2023 | 296 | $7.0M | $442,812 | $1.2M |
| 2022 | 259 | $5.2M | $449,716 | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WOODBURY FINANCIAL | BROKER/DEALER | — | $22,554 | $22,554 |
| MATTHEWS, GOLD, KENNEDY SNOW, INC. | THIRD PARTY ADMINISTRATO | — | $17,639 | $17,639 |
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,193
- Estimated Expense Ratio: 0.445% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $50,108 | $266 | $47,494 | — | — |
| 2023 | $96,935 | — | $23,630 | — | — |
| 2022 | $38,040 | $38,040 | — | — | — |