Plan Snapshot
- Plan Sponsor: Compass Health, INC.
- Sponsor EIN: 770119862
- Sponsor Address: 200 S 13TH STREET SUITE 208, GROVER BEACH, CA, 93433
- Plan Type: 401(k)
- Total Participants: 805
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 805 | $23.2M | $199,074 | $1.3M |
| 2023 | 775 | $20.5M | $185,186 | $1.2M |
| 2022 | 768 | $17.5M | $182,752 | $1.2M |
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 |
|---|---|---|---|---|
| SETO KIRKAKOSIAN ACCOUNTANCY CORP | 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 | $125,950 | $40,951 | — | — | — |
| 2023 | $114,301 | $38,499 | — | — | — |
| 2022 | $135,515 | $37,418 | $98,097 | — | — |