# Compass Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/compass-health-inc-401k-plan-001-9862

> Compass Health, INC.'s 401(k) plan: 805 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, 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$57,499|—|$57,499|

| CREATIVE PLANNING LLC|INVESTMENT ADVISOR|$27,500|—|$27,500|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$13,451|—|$13,451|

| 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:** $98,450

- **Estimated Expense Ratio:** 0.425% 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|$125,950|$40,951|—|—|—|

| 2023|$114,301|$38,499|—|—|—|

| 2022|$135,515|$37,418|$98,097|—|—|

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