Compass Family Services Retirement Plan
Sponsored by Compass Family Services · EIN 941156622 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 122
- With balances
- 167
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Portus Wealth Advisors, Llc CRD 300558 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $17,526 |
| Portico Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $13,917 |