Compass Health Retirement Plan
Sponsored by Compass Health · EIN 911180810 · Plan #006
- Total assets
- $52.4M
- Net assets
- $52.4M
- Active participants
- 608
- With balances
- 997
Plan year beginning 01/01/2024 · Default investment account (QDIA), Automatic enrollment, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Highland Capital Advisors, Llc CRD 139780 | deterministic · 100% | 2024 |
| 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 | $94,605 |
| Highland Capital Advisors Llc | Investment advisory (plan) | $44,308 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,961 |