# Compass Construction Management 401(k) Plan
Source: https://planprovider.pro/companies/compass-construction-management-401k-plan

> Compass Construction Management's 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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