Plan Snapshot
- Plan Sponsor: Compass Healthcare PLC
- Sponsor EIN: 450817179
- Sponsor Address: 2175 COOLIDGE RD, EAST LANSING, MI, 488231379
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $30.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 277 | $30.5M | $844,432 | $1.4M |
| 2023 | 275 | $26.7M | $909,949 | $1.4M |
| 2022 | 311 | $23.8M | $868,959 | $1.5M |
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 |
|---|---|---|---|---|
| CAPITAL ASSET ADVISORY SERVICES LLC | ADVISOR | $25,000 | — | $25,000 |
| PAYCHEX, INC. | RECORDKEEPER | $19,744 | — | $19,744 |
| ERISA FIDUCIARY SERVICES, INC. | CONTRACT ADMINISTRATOR | $9,195 | — | $9,195 |
| MANER COSTERISAN, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- MANER COSTERISAN, P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,939
- Estimated Expense Ratio: 0.177% 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 | $55,004 | $25,000 | $29,144 | — | — |
| 2023 | $61,451 | $25,000 | $35,591 | — | — |
| 2022 | $60,393 | $25,000 | $35,393 | — | — |