Kompass Kapital Management Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Kompass Kapital Management Llc · EIN 465627934 · Plan #001
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 463
- With balances
- 661
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 |
|---|---|---|
| Ameritas Advisory Services, Llc CRD 317245 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $22,872 |
| Aic Fbo Tfb Advisors, Llc | Investment advisory (participants) | $16,712 |
| Ameritas Advisory Services, Llc | Investment advisory (participants) | $8,638 |