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Original filing (PDF)20250610115009NAL0014769089001
THE NAVIGATORS
Form 5500
FILING_RECEIVED
THE NAVIGATORS BASIC RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1,525
Accounts w/ balance
1,791
Plan assets (EOY)
$149.7M
Net assets (EOY)
$149.7M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NAVIGATORS.
Plan sponsor
Name
THE NAVIGATORS
EIN
84-6007896
Address
PO BOX 6000 · COLORADO SPRINGS, CO · 80934
Phone
(719) 594-2329
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-10
Pension benefit codes
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BIGGKOFFORD, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING, INC | 84-0854432 | — | CONSULTANT | $46K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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