# Compass Family Services 403(b) Plan
Source: https://planprovider.pro/companies/compass-family-services-403b-plan

> Compass Family Services's 403(b) plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Compass Family Services

- **Sponsor EIN:** 941156622

- **Sponsor Address:** 37 GROVE STREET, SAN FRANCISCO, CA, 94102

- **Plan Type:** 403(b)

- **Total Participants:** 193

- **Total Assets:** $5.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|193|$5.0M|$0|$814,344|

| 2023|183|$3.9M|$0|$646,711|

| 2022|148|$2.8M|$0|$550,763|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$21,073|—|$21,073|

| PORTICO WEALTH ADVISORS|ADVISOR|$14,663|—|$14,663|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,736

- **Estimated Expense Ratio:** 0.711% 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|$35,790|$14,663|$21,073|—|—|

| 2023|$27,170|$5,608|$21,562|—|—|

| 2022|$22,464|$8,855|$12,344|—|$1,265|

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