In Compass Health 401(k) Plan
Sponsored by In Compass Health, Inc · EIN 582569897 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 212
- With balances
- 318
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $31,518 |
| Rockerfeller Captial Mgmt Ins | Investment advisory (plan) | $25,000 |
| Bates Carter | Accounting | $10,000 |
| Erisa Services Of Georgia, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,827 |
| Transamerica Trust Company | Trustee (institutional) | $167 |