Compass 401(k) Plan
Sponsored by Compass, Inc. · EIN 300751604 · Plan #001
- Total assets
- $172M
- Net assets
- $172M
- Active participants
- 2,754
- With balances
- 4,025
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 | $78,816 |
| Creative Planning Llc | Consulting (general) | $56,250 |
| Marsh & Mclennan Companies, Inc. | Consulting (general) | $40,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $28,017 |
| Caron & Bletzer | Consulting (general) | $7,215 |