Plan Snapshot
- Plan Sponsor: Compass Performance Consulting, INC.
- Sponsor EIN: 873965750
- Sponsor Address: 5250 NORTH KIMBARK PLACE, WHITEFISH BAY, WI, 53217
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $69,954
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 | 1 | $69,954 | $0 | $0 |
| 2023 | 1 | $171,913 | $0 | $0 |
| 2022 | 1 | $171,279 | $0 | $0 |