Atlas Navigators, LLC's EIN is 47-2544071.
Download the official 2024 Form 5500 (PDF) for Atlas Navigators, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atlas Navigators, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL | — | SAINT PAUL, MN | BROKER/DEALER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATTHEWS, GOLD, KENNEDY SNOW, INC. | 86-1001235 | — | THIRD PARTY ADMINISTRATO | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Common Stocks | — | — | $1.6M | 17.2% | |
| 39 Voya Retirement Annuity Insurance Co. MyCompass Index Moderate 2045 Fund | Common Stocks | — | — | $1.4M | 15.2% | |
| 42 Voya Retirement Annuity Insurance Co. MyCompass Index Moderate Retirement Fund | Common Stocks | — | — | $1.2M | 13.4% | |
| 40 Voya Retirement Annuity Insurance Co. MyCompass Index Moderate 2055 Fund | Common Stocks | — | — | $766K | 8.5% | |
| 14 Voya Retirement Annuity Insurance Co. Fidelity 500 Index Fund | Common Collective Trusts | — | — | $723K | 8.0% | |
| 21 Voya Retirement Annuity Insurance Co. JP Morgan Large Cap Growth Fund | Common Stocks | — | — | $688K | 7.6% | |
| Self-Directed Brokerage Accounts 1 Charles Schwab Bank Schwab Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $589K | 6.5% | |
| Investment Contracts 2 * Voya Retirement Annuity Insurance Co. Voya Fixed Account | Common Stocks | — | — | $419K | 4.6% | |
| 41 Voya Retirement Annuity Insurance Co. MyCompass Index Moderate 2065 Fund | Common Stocks | — | — | $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 | Mutual Funds | — | — | $220K | 2.4% | |
| 6 Voya Retirement Annuity Insurance Co. American Funds Growth and Income Portfolio | Mutual Funds | — | — | $152K | 1.7% | |
| 13 Voya Retirement Annuity Insurance Co. Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $109K | 1.2% | |
| 16 Voya Retirement Annuity Insurance Co. Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $105K | 1.2% | |
| 8 Voya Retirement Annuity Insurance Co. BNY Mellon Dynamic Value Fund | Common Stocks | — | — | $75K | 0.8% | |
| 17 Voya Retirement Annuity Insurance Co. Fidelity Small Cap Index Fud | Mutual Funds | — | — | $68K | 0.8% | |
| 15 Voya Retirement Annuity Insurance Co. Fidelity International Index Fund | Common Collective Trusts | — | — | $63K | 0.7% | |
| 11 Voya Retirement Annuity Insurance Co. Dodge & Cox Income Fund | Mutual Funds | — | — | $54K | 0.6% | |
| 19 Voya Retirement Annuity Insurance Co. FullerThaler Behavioral Small Cap Equity Fund | Common Stocks | — | — | $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 | Common Stocks | — | — | $47K | 0.5% | |
| 7 Voya Retirement Annuity Insurance Co. American Funds New World Fund | Mutual Funds | — | — | $43K | 0.5% | |
| 12 Voya Retirement Annuity Insurance Co. Eaton Vance Income Fund of Boston | Common Stocks | — | — | $39K | 0.4% | |
| 33 Voya Retirement Annuity Insurance Co. MyCompass Index Aggressive 2065 Fund | Common Stocks | — | — | $36K | 0.4% | |
| 9 Voya Retirement Annuity Insurance Co. Cohen & Steers Institutional Realty Shares Fund | Common Stocks | — | — | $21K | 0.2% | |
| 4 Voya Retirement Annuity Insurance Co. American Century Short Duration Inflation Protected Bond Fund | Common Stocks | — | — | $21K | 0.2% | |
| 22 Voya Retirement Annuity Insurance Co. Janus Henderson Enterprise Fund | Mutual Funds | — | — | $19K | 0.2% | |
| 18 Voya Retirement Annuity Insurance Co. Franklin Rising Dividends Fund | Mutual Funds | — | — | $18K | 0.2% | |
| Collective Trust Funds 31 Voya Retirement Annuity Insurance Co. MyCompass Index Aggressive 2045 Fund | Common Collective Trusts | — | — | $14K | 0.2% | |
| 20 Voya Retirement Annuity Insurance Co. Hartford Schroeders International Stock Fund | Common Stocks | — | — | $13K | 0.1% | |
| 32 Voya Retirement Annuity Insurance Co. MyCompass Index Aggressive 2055 Fund | Common Stocks | — | — | $12K | 0.1% | |
| 24 Voya Retirement Annuity Insurance Co. MFS International Growth Fund | Mutual Funds | — | — | $12K | 0.1% | |
| 10 Voya Retirement Annuity Insurance Co. Dodge & Cox Global Bond Fund | Mutual Funds | — | — | $9K | <0.1% | |
| 5 Voya Retirement Annuity Insurance Co. American Funds Conservative Growth and Income Portfolio | Mutual Funds | — | — | $7K | <0.1% | |
| 29 * Voya Retirement Annuity Insurance Co. Voya Government Money Market Fund | Cash / Money Market | — | — | $6K | <0.1% | |
| 25 Voya Retirement Annuity Insurance Co. PIMCO CommoditiesPLUS Strategy Fund | Mutual Funds | — | — | $4K | <0.1% | |
| 23 Voya Retirement Annuity Insurance Co. MFS Aggressive Growth Allocation Fund | Mutual Funds | — | — | $4K | <0.1% | |
| 36 Voya Retirement Annuity Insurance Co. MyCompass Index Conservative 2065 Fund | Common Stocks | — | — | $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 | Common Stocks | — | — | $3K | <0.1% | |
| 37 Voya Retirement Annuity Insurance Co. MyCompass Index Conservative Retirement Fund | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
