Plan Snapshot
- Plan Sponsor: Compass Management Group INC
- Sponsor EIN: 911774946
- Sponsor Address: 77 LAS COLINAS LN, SAN JOSE, CA, 951191214
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|
| 2025 | 0 | $0 | $3,226 | $3,397 |
| 2024 | 31 | $2.8M | $150,034 | $185,356 |
| 2023 | 46 | $3.5M | $135,706 | $202,935 |
| 2022 | 44 | $2.7M | $122,903 | $172,541 |