Compass Holding 401(k) Plan
Sponsored by Compass Management, Llc · EIN 262291213 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 130
- With balances
- 150
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insuranc Company | Recordkeeping, Investment management, Sub-transfer agency fees | $53,245 |