Navigators 403(b) Supplemental Retirement Plan
Sponsored by The Navigators · EIN 846007896 · Plan #002 · Colorado Springs, CO
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 2,280
- With balances
- 2,169
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
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 | $67,625 |
| Cook Street Consulting, Inc | Consulting (general) | $39,972 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $24,718 |
| Biggskofford Cpas | Accounting | $13,150 |