The Navigators Basic Retirement Plan
Sponsored by The Navigators · EIN 846007896 · Plan #003 · Colorado Springs, CO
- Total assets
- $159M
- Net assets
- $159M
- Active participants
- 1,422
- With balances
- 1,666
Plan year beginning 09/01/2024 · Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $107,885 |
| Cook Street Consulting, Inc | Consulting (general) | $51,629 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $31,413 |