Plan Snapshot
- Plan Sponsor: Compass Health
- Sponsor EIN: 911180810
- Sponsor Address: 4526 FEDERAL AVENUE, EVERETT, WA, 98213
- Plan Type: 403(b)
- Total Participants: 608
- Total Assets: $52.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 608 | $52.4M | $1.9M | $2.9M |
| 2023 | 637 | $44.8M | $1.7M | $2.7M |
| 2022 | 631 | $35.7M | $1.6M | $2.6M |
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 |
|---|---|---|---|---|
| CLARK NUBER PS | Auditor | — | — | $0 |
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 | $152,874 | $13,961 | — | — | — |
| 2023 | $143,334 | $55,080 | $1,200 | — | — |
| 2022 | $170,166 | $12,510 | — | — | — |