Plan Snapshot
- Plan Sponsor: Compass, INC.
- Sponsor EIN: 522112412
- Sponsor Address: 12400 KILN CT STE A, BELTSVILLE, MD, 207051317
- Plan Type: 401(k)
- Total Participants: 576
- Total Assets: $8.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 576 | $8.5M | $477,480 | $1.0M |
| 2023 | 459 | $6.5M | $304,254 | $708,976 |
| 2022 | 517 | $4.8M | $265,202 | $619,986 |
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 |
|---|---|---|---|---|
| MULLEN,SONDBERG,WIMBISH & STONE | 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 | $2,723 | — | — | — | — |
| 2023 | $2,608 | — | — | — | — |
| 2022 | $4,169 | — | — | — | — |