Compass Family Services 403(b) Plan
Sponsored by Compass Family Services · EIN 941156622 · Plan #002
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 193
- With balances
- 276
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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, Participant loan processing | $21,073 |
| Portico Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $14,663 |