Plan Snapshot
- Plan Sponsor: Compass Family Services
- Sponsor EIN: 941156622
- Sponsor Address: 37 GROVE STREET, SAN FRANCISCO, CA, 94102
- Plan Type: DC
- Total Participants: 122
- Total Assets: $4.4M
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 | 122 | $4.4M | $472,094 | $0 |
| 2023 | 120 | $3.7M | $358,270 | $0 |
| 2022 | 91 | $2.9M | $208,502 | $0 |
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 |
|---|---|---|---|---|
| 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 — Auditor
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 | $31,443 | $13,917 | $17,526 | — | — |
| 2023 | $26,276 | $11,043 | $14,477 | — | — |
| 2022 | $28,019 | $10,660 | $15,836 | — | $1,523 |