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Original filing (PDF)20251015131946NAL0002473699001
ATLAS NAVIGATORS, LLC
Form 5500
FILING_RECEIVED
ATLAS NAVIGATORS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
328
Accounts w/ balance
181
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATLAS NAVIGATORS, LLC.
Plan sponsor
Name
ATLAS NAVIGATORS, LLC
EIN
47-2544071
Address
455 E. PIKES PEAK, STE 305 · COLORADO SPRINGS, CO · 80903
Phone
(719) 634-2815
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL | — | SAINT PAUL, MN | BROKER/DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATTHEWS, GOLD, KENNEDY SNOW, INC. | 86-1001235 | — | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
39 direct securities · 1 pooled fund· $14.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.8M
38 holdings
Pooled Separate Account
$5.2M
1 holding
Mutual Funds
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.2M | 58.1% | |
| 38 Voya Retirement Annuity Insurance Co. MyCompass Index Moderate 2035 Fund | — | — | — | $1.6M | 17.2% | |
| 39 Voya Retirement Annuity Insurance Co. MyCompass Index Moderate 2045 Fund | — | — | — | $1.4M | 15.2% | |
| 42 Voya Retirement Annuity Insurance Co. MyCompass Index Moderate Retirement Fund | — | — | — | $1.2M | 13.4% | |
| 40 Voya Retirement Annuity Insurance Co. MyCompass Index Moderate 2055 Fund | — | — | — | $766K | 8.5% | |
| 14 Voya Retirement Annuity Insurance Co. Fidelity 500 Index Fund | — | — | — | $723K | 8.0% | |
| 21 Voya Retirement Annuity Insurance Co. JP Morgan Large Cap Growth Fund | — | — | — | $688K | 7.6% | |
| Self-Directed Brokerage Accounts 1 Charles Schwab Bank Schwab Personal Choice Retirement Account | — | — | — | $589K | 6.5% | |
| Investment Contracts 2 * Voya Retirement Annuity Insurance Co. Voya Fixed Account | — | — | — | $419K | 4.6% | |
| 41 Voya Retirement Annuity Insurance Co. MyCompass Index Moderate 2065 Fund | — | — | — | $232K | 2.6% | |
| 27 Voya Retirement Annuity Insurance Co. VY T. Rowe Price Capital Appreciation Portfolio ** 103 28 Voya Retirement Annuity Insurance Co. Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $220K | 2.4% | |
| 6 Voya Retirement Annuity Insurance Co. American Funds Growth and Income Portfolio | — | — | — | $152K | 1.7% | |
| 13 Voya Retirement Annuity Insurance Co. Fidelity US Bond Index Fund | — | — | — | $109K | 1.2% | |
| 16 Voya Retirement Annuity Insurance Co. Fidelity Mid Cap Index Fund | — | — | — | $105K | 1.2% | |
| 8 Voya Retirement Annuity Insurance Co. BNY Mellon Dynamic Value Fund | — | — | — | $75K | 0.8% | |
| 17 Voya Retirement Annuity Insurance Co. Fidelity Small Cap Index Fud | — | — | — | $68K | 0.8% | |
| 15 Voya Retirement Annuity Insurance Co. Fidelity International Index Fund | — | — | — | $63K | 0.7% | |
| 11 Voya Retirement Annuity Insurance Co. Dodge & Cox Income Fund | — | — | — | $54K | 0.6% | |
| 19 Voya Retirement Annuity Insurance Co. FullerThaler Behavioral Small Cap Equity Fund | — | — | — | $54K | 0.6% | |
| 34 Voya Retirement Annuity Insurance Co. MyCompass Index Aggressive Retirement Fund ** 236 35 Voya Retirement Annuity Insurance Co. MyCompass Index Conservative 2035 Fund | — | — | — | $47K | 0.5% | |
| 7 Voya Retirement Annuity Insurance Co. American Funds New World Fund | — | — | — | $43K | 0.5% | |
| 12 Voya Retirement Annuity Insurance Co. Eaton Vance Income Fund of Boston | — | — | — | $39K | 0.4% | |
| 33 Voya Retirement Annuity Insurance Co. MyCompass Index Aggressive 2065 Fund | — | — | — | $36K | 0.4% | |
| 9 Voya Retirement Annuity Insurance Co. Cohen & Steers Institutional Realty Shares Fund | — | — | — | $21K | 0.2% | |
| 4 Voya Retirement Annuity Insurance Co. American Century Short Duration Inflation Protected Bond Fund | — | — | — | $21K | 0.2% | |
| 22 Voya Retirement Annuity Insurance Co. Janus Henderson Enterprise Fund | — | — | — | $19K | 0.2% | |
| 18 Voya Retirement Annuity Insurance Co. Franklin Rising Dividends Fund | — | — | — | $18K | 0.2% | |
| Collective Trust Funds 31 Voya Retirement Annuity Insurance Co. MyCompass Index Aggressive 2045 Fund | — | — | — | $14K | 0.2% | |
| 20 Voya Retirement Annuity Insurance Co. Hartford Schroeders International Stock Fund | — | — | — | $13K | 0.1% | |
| 32 Voya Retirement Annuity Insurance Co. MyCompass Index Aggressive 2055 Fund | — | — | — | $12K | 0.1% | |
| 24 Voya Retirement Annuity Insurance Co. MFS International Growth Fund | — | — | — | $12K | 0.1% | |
| 10 Voya Retirement Annuity Insurance Co. Dodge & Cox Global Bond Fund | — | — | — | $9K | <0.1% | |
| 5 Voya Retirement Annuity Insurance Co. American Funds Conservative Growth and Income Portfolio | — | — | — | $7K | <0.1% | |
| 29 * Voya Retirement Annuity Insurance Co. Voya Government Money Market Fund | — | — | — | $6K | <0.1% | |
| 25 Voya Retirement Annuity Insurance Co. PIMCO CommoditiesPLUS Strategy Fund | — | — | — | $4K | <0.1% | |
| 23 Voya Retirement Annuity Insurance Co. MFS Aggressive Growth Allocation Fund | — | — | — | $4K | <0.1% | |
| 36 Voya Retirement Annuity Insurance Co. MyCompass Index Conservative 2065 Fund | — | — | — | $4K | <0.1% | |
| s 3 Voya Retirement Annuity Insurance Co. Allspring Special Mid Cap Value Fund | Mutual Funds | — | — | $3K | <0.1% | |
| 26 Voya Retirement Annuity Insurance Co. The Hartford International Value Fund | — | — | — | $3K | <0.1% | |
| 37 Voya Retirement Annuity Insurance Co. MyCompass Index Conservative Retirement Fund | — | — | — | $3K | <0.1% |
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