AUMdb

Compassus 401(k) Plan

Sponsored by Fc Compassus, Llc · EIN 472468370 · Plan #001

Total assets
$170M
Net assets
$170M
Active participants
6,966
With balances
4,020

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance & Annuity Recordkeeping fees $472,449
Voya Retirement Advisors, Llc Investment advisory (participants) $69,113
Murfee James T Other commissions, Non-monetary compensation $0
Murfee Meadows Inc Other services $0
Alliant Insurance Services, Inc. Other fees $0