Compas, Inc. 401(k) Profit Sharing Plan
Sponsored by Compas, Inc. · EIN 223078659 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 186
- With balances
- 221
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kathmere Capital Management | Investment advisory (plan), Direct payment from the plan | $32,108 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $22,452 |