Plan Ledger DOL Form 5500 · updated monthly

Atlas Navigators, LLC401(k)

ATLAS NAVIGATORS 401(K) PLAN · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.62%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Atlas Navigators, LLC reported $50,108 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,431 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.91% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (836th of 1,461), and 8,317th of 11,654 in professional & technical services. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 259 to 328 since 2022.

Plan summary
Net assets, end of year$9,026,489
Participants with balances181
Active participants328
Employer contributions$469,415
Employee contributions$1,163,069
Employer contribution per active participant$1,431
Average account balance$49,870
Benefits paid to participants$781,493
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 181 accts · $469K emplr
2023$7.0M · 212 accts · $443K emplr
2022$5.2M · 198 accts · $450K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,494
Investment management$266
Total administrative$50,108
The Atlas Navigators, LLC 401(k) match · 2024
Employer contribution per active participant$1,431
Median for plans this size$1,313
2024$1,431 per active participant
2023$1,496 per active participant
2022$1,736 per active participant

Atlas Navigators, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WOODBURY FINANCIALindirect comp
MATTHEWS, GOLD, KENNEDY SNOW, INC. · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$50,108 · 0.62%
2023$96,935 · 1.59%
2022$38,040 · 0.91%
Similar plansProfessional & Technical Services · Colorado
The Red van Workshop, LLC CO$9.4M · 0.06%
Flagship Food Group, LLC CO$9.3M · 0.45%
Agentsync, Inc. CO$9.2M · 0.26%
Biointellisense, Inc. CO$9.0M · 0.26%
A G Wassenaar Inc CO$8.9M · 0.43%
T3I, Inc. CO$8.7M · 0.18%
Keg 1 Colorado LLC CO$8.7M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472544071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.