# Compass Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/compass-management-llc-401k-plan

> Compass Management, LLC's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Compass Management, LLC

- **Sponsor EIN:** 262291213

- **Sponsor Address:** 115 55TH ST, CLARENDON HILLS, IL, 60514

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

- **Total Participants:** 130

- **Total Assets:** $5.9M

## 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|130|$5.9M|$255,404|$621,489|

| 2023|158|$4.8M|$274,257|$559,996|

| 2022|134|$3.6M|$336,055|$621,123|

## 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|

| GRAY HUNTER STENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GRAY HUNTER STENN LLP](https://planprovider.pro/provider/gray-hunter-stenn-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|$74,262|$1,091|$7,026|—|—|

| 2023|$40,960|$826|$1,875|—|—|

| 2022|$53,133|—|$53,133|—|—|

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