# Compass Senior Living LLC 401(k) Plan
Source: https://planprovider.pro/companies/compass-senior-living-llc-401k-plan

> Compass Senior Living LLC's 401(k) plan: 1,561 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [JONES & ROTH P C](https://planprovider.pro/provider/jones-and-roth-pc) — 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|

## Similar Plans

- [Sante Operations, LLC](https://planprovider.pro/companies/sante-operations-llc-401k-plan) — 1,462 participants

- [The Springs Living, LLC](https://planprovider.pro/companies/the-springs-living-llc-401k-plan) — 1,791 participants

- [Touchmark Living Centers, INC](https://planprovider.pro/companies/touchmark-living-centers-inc-401k-plan) — 1,827 participants

- [Mountain West Retirement Corporation](https://planprovider.pro/companies/mountain-west-retirement-corporation-401k-plan) — 1,200 participants

- [Generations LLC](https://planprovider.pro/companies/generations-llc-401k-plan) — 945 participants

- [Caring Places Management](https://planprovider.pro/companies/caring-places-management-plan) — 644 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/compass-senior-living-llc-401k-plan)

© 2026 PlanProvider.Pro