Plan Snapshot
- Plan Sponsor: Compass Behavioral Health, A Family Therapy Professional Corporation
- Sponsor EIN: 464552961
- Sponsor Address: 130 S B ST, TUSTIN, CA, 92780
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 38
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 38 | $1.1M | $28,781 | $64,935 |
| 2023 | 24 | $912,234 | $15,519 | $47,676 |
| 2022 | 17 | $659,756 | -$38,139 | $60,679 |
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