Plan Snapshot
- Plan Sponsor: Compa Industries, INC.
- Sponsor EIN: 330203447
- Sponsor Address: 1350 CENTRAL AVE #201, LOS ALAMOS, NM, 87544
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 282 | $11.9M | $364,052 | $1.1M |
| 2023 | 276 | $11.0M | $274,034 | $1.1M |
| 2022 | 279 | $9.9M | $179,019 | $1.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SMITH, CARNEY & CO.,P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,352 | — | $9,352 | — | — |
| 2023 | $6,853 | — | $6,853 | — | — |
| 2022 | $7,518 | — | $7,518 | — | — |