Compass Mortgage, Inc. 401(k) Plan
Sponsored by Compass Mortgage, Inc. · EIN 364322204 · Plan #001
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 137
- With balances
- 153
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Brown Wealth Management, Llc CRD 324695 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Brown Wealth Management Llc | Investment advisory (plan) | $55,855 |
| Empower Annuity Insurance Company | Recordkeeping fees | $24,872 |
| Flexpath Strategies | Other fees | $5,702 |
| Blue Chip Retirement Plans, Inc. | Contract administrator | $5,700 |
| Empower Advisory Group, Llc | Investment management | $5,451 |