Compass Healthcare Plc 401(k) Profit Sharing Plan & Trust
Sponsored by Compass Healthcare Plc · EIN 450817179 · Plan #001
- Total assets
- $30.5M
- Net assets
- $30.5M
- Active participants
- 277
- With balances
- 342
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 |
|---|---|---|
| Capital Asset Advisory Services, Llc. CRD 110929 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Asset Advisory Services Llc | Investment advisory (participants) | $25,000 |
| Paychex, Inc. | Recordkeeping | $19,744 |
| Erisa Fiduciary Services, Inc. | Contract administrator | $9,195 |