Plan Snapshot
- Plan Sponsor: Compass Health, LLC
- Sponsor EIN: 203861124
- Sponsor Address: 713 N. AVENUE L, CROWLEY, LA, 70526
- Plan Type: 401(k)
- Total Participants: 467
- Total Assets: $8.3M
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 | 467 | $8.3M | $38,213 | $389,752 |
| 2023 | 317 | $7.5M | $4,124 | $404,597 |
| 2022 | 388 | $7.6M | $107,943 | $516,148 |
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 |
|---|---|---|---|---|
| DARNALL SIKES & FREDERICK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DARNALL SIKES & FREDERICK — Auditor
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 | $30,159 | — | $30,159 | — | — |
| 2023 | $30,111 | — | $30,111 | — | — |
| 2022 | $50,735 | — | $50,735 | — | — |