# Compass, INC. 401(k) Plan
Source: https://planprovider.pro/companies/compass-inc-401k-plan-001-1604

> Compass, INC.'s 401(k) plan: 2,754 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Compass, INC.

- **Sponsor EIN:** 300751604

- **Sponsor Address:** 110 FIFTH AVE, NEW YORK, NY, 10011

- **Plan Type:** 401(k)

- **Total Participants:** 2,754

- **Total Assets:** $172.2M

## 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|2,754|$172.2M|$11,427|$22.4M|

| 2023|2,737|$136.9M|$1,316|$21.2M|

| 2022|3,072|$112.2M|$17,130|$33.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$78,816|—|$78,816|

| CREATIVE PLANNING LLC|CONSULTANT|$56,250|—|$56,250|

| MARSH & MCLENNAN COMPANIES, INC.|BROKER|$40,000|—|$40,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$28,017|—|$28,017|

| CARON & BLETZER|CONSULTANT|$7,215|—|$7,215|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — CONSULTANT

- [MARSH & MCLENNAN COMPANIES, INC.](https://planprovider.pro/provider/marsh-mclennan-agency) — BROKER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CARON & BLETZER](https://planprovider.pro/provider/caron-bletzer) — CONSULTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $210,298

- **Estimated Expense Ratio:** 0.122% 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|$272,828|$28,017|—|—|—|

| 2023|$85,974|$19,225|—|—|—|

| 2022|$73,932|$11,994|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/compass-inc-401k-plan-001-1604)

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