Plan Snapshot
- Plan Sponsor: Compass Senior Living LLC
- Sponsor EIN: 463523493
- Sponsor Address: 2300 OAKMONT WAY STE 201, EUGENE, OR, 974015530
- Plan Type: 401(k)
- Total Participants: 1,561
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,561 | $6.4M | $390,242 | $1.3M |
| 2023 | 1,510 | $4.8M | $345,478 | $1.1M |
| 2022 | 976 | $3.2M | $321,336 | $975,526 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $35,232 | — | $35,232 |
| ERISA FIDUCIARY SERVICES, INC. | CONTRACT ADMINISTRATOR | $9,705 | — | $9,705 |
| JONES & ROTH P C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- JONES & ROTH P C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,937
- Estimated Expense Ratio: 0.707% of plan assets
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 | $45,943 | $405 | $44,678 | — | — |
| 2023 | $83,487 | $150 | $39,479 | — | — |
| 2022 | $67,869 | $25 | $41,628 | — | $26,216 |