Plan Snapshot
- Plan Sponsor: Compass Construction Management
- Sponsor EIN: 911914353
- Sponsor Address: 11332 NE 122ND WAY, SUITE 350, KIRKLAND, WA, 98034
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $10.5M
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 | 128 | $10.5M | $405,786 | $968,855 |
| 2023 | 131 | $8.2M | $413,160 | $925,346 |
| 2022 | 146 | $6.2M | $414,822 | $833,836 |
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 |
|---|---|---|---|---|
| SAGE ADVISORS, LLC | ADVISOR | $19,101 | — | $19,101 |
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,101
- Estimated Expense Ratio: 0.183% of plan assets
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 | $19,851 | $19,101 | $750 | — | — |
| 2023 | $16,682 | — | $1,135 | — | — |
| 2022 | $15,780 | $14,430 | $1,350 | — | — |