Plan Snapshot
- Plan Sponsor: Compass Insurance Group LLC
- Sponsor EIN: 721522032
- Sponsor Address: 7383 S ALTON WAY, CENTENNIAL, CO, 80112
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 30 | $4.2M | $87,173 | $192,347 |
| 2023 | 27 | $2.5M | $81,381 | $150,917 |
| 2022 | 25 | $1.7M | $70,933 | $137,757 |