# Compass Group Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/compass-group-usa-inc-401k-plan

> Compass Group Usa, INC.'s 401(k) plan: 292,038 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Compass Group Usa, INC.

- **Sponsor EIN:** 561874931

- **Sponsor Address:** 2400 YORKMONT ROAD, CHARLOTTE, NC, 28217

- **Plan Type:** 401(k)

- **Total Participants:** 292,038

- **Total Assets:** $2.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|292,038|$2.5B|$60.5M|$250.4M|

| 2023|244,394|$2.1B|$57.2M|$206.8M|

| 2022|230,520|$1.7B|$49.2M|$181.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$4,171,184|—|$4,171,184|

| AON|INVESTMENT ADVISOR|$102,250|—|$102,250|

| STRATEGIC ADVISORS, INC.|ADVISOR|$78,579|—|$78,579|

| CURCIO WEBB|CONSULTANT|$30,000|—|$30,000|

| FORVIS MAZARS, LLP|ACCOUNTANT/AUDITOR|$14,175|—|$14,175|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,396,188

- **Estimated Expense Ratio:** 0.177% 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|$4,968,037|$306,065|$8,100|$14,175|—|

| 2023|$4,439,708|$182,197|$7,800|$13,650|—|

| 2022|$5,660,925|$127,008|—|—|$217,217|

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