Plan Snapshot
- Plan Sponsor: Compsych Management Corporation
- Sponsor EIN: 363272141
- Sponsor Address: 1 PRUDENTIAL PLAZA, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 1,414
- Total Assets: $53.6M
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 | 1,414 | $53.6M | $595,498 | $3.6M |
| 2023 | 1,372 | $43.5M | $553,687 | $3.3M |
| 2022 | 1,473 | $33.8M | $523,110 | $3.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $60,466 | — | $60,466 |
| OPPENHEIMER & CO. INC. | NONE | $45,474 | — | $45,474 |
| SASSETTI LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- SASSETTI LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,940
- Estimated Expense Ratio: 0.198% 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 | $105,940 | $45,474 | — | — | — |
| 2023 | $93,636 | $45,289 | — | — | — |
| 2022 | $87,235 | $34,487 | — | — | — |