Compass Group Retirement Plan
Sponsored by Compass Group Usa, Inc. · EIN 561874931 · Plan #007
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 292,038
- With balances
- 86,625
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 |
|---|---|---|
| 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 | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,171,184 |
| Aon | Investment advisory (plan) | $102,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $78,579 |
| Curcio Webb | Consulting (general) | $30,000 |
| Forvis Mazars, Llp | Accounting | $14,175 |