# Compass Health 403(b) Plan
Source: https://planprovider.pro/companies/compass-health-403b-plan

> Compass Health's 403(b) plan: 608 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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