AUMdb

Compa Industries, Inc. 401(k) Plan

Sponsored by Compa Industries, Inc. · EIN 330203447 · Plan #001

Total assets
$11.9M
Net assets
$11.9M
Active participants
282
With balances
332

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
Nationwide Contract administrator, Participant loan processing, Direct payment from the plan $19,962
Alliance Benefit Group Contract administrator, Direct payment from the plan, Other services $6,938
Iron Fiduciary Contract administrator, Participant loan processing, Other services $2,236
Pruco Securities, Llc Contract administrator, Participant loan processing, Other services $0
Custom Benefit Of Houston Contract administrator, Participant loan processing, Other services $0
Lpl Enterprise Llc Contract administrator, Participant loan processing, Other services $0