# Compass Performance Consulting, INC. 401(k) Plan
Source: https://planprovider.pro/companies/compass-performance-consulting-inc-401k-plan

> Compass Performance Consulting, INC.&#39;s 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Caspar Consulting, INC.](https://planprovider.pro/companies/caspar-consulting-inc-401k-plan) — 1 participants

- [John P Reilly](https://planprovider.pro/companies/john-p-reilly-plan) — 1 participants

- [Charles A Wideburg Md Ltd](https://planprovider.pro/companies/charles-a-wideburg-md-ltd-plan) — 1 participants

- [Novucords, INC.](https://planprovider.pro/companies/novucords-inc-401k-plan) — 1 participants

- [Ark Process Solutions INC.](https://planprovider.pro/companies/ark-process-solutions-inc-401k-plan) — 1 participants

- [Keyser Consulting, INC.](https://planprovider.pro/companies/keyser-consulting-inc-401k-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/compass-performance-consulting-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
