AUMdb

Compass Construction 401(k) Plan

Sponsored by Compass Construction Management · EIN 911914353 · Plan #001

Total assets
$10.5M
Net assets
$10.5M
Active participants
128
With balances
120

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
Sage Advisors, Llc CRD 301328 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sage Advisors, Llc Investment management, Investment management fees (direct) $19,101