Compsource Retirement Savings Plan
Sponsored by Compsouce Mutual Insurance Company · EIN 300641266 · Plan #001
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 286
- With balances
- 393
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 |
|---|---|---|
| Hub Investment Partners, Llc CRD 307956 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $74,479 |
| Hub Investment Partners Llc | Investment advisory (plan) | $7,560 |