Plan Snapshot
- Plan Sponsor: Compass LLC
- Sponsor EIN: 680390518
- Sponsor Address: 1020 MARKET STREET, REDDING, CA, 96001
- Plan Type: 401(k)
- Total Participants: 380
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 380 | $8.3M | $467,985 | $650,919 |
| 2023 | 317 | $4.5M | $321,818 | $470,490 |
| 2022 | 282 | $3.3M | $250,429 | $413,273 |
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 |
|---|---|---|---|---|
| PLATFORM CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLATFORM CPAS LLP — 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 | $11,922 | $9,785 | $1,825 | — | — |
| 2023 | $17,516 | $9,609 | $7,907 | — | — |
| 2022 | $9,410 | $9,410 | — | — | — |