Plan Snapshot
- Plan Sponsor: Fc Compassus, LLC
- Sponsor EIN: 472468370
- Sponsor Address: 10 CADILLAC DRIVE, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 6,966
- Total Assets: $169.8M
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 | 6,966 | $169.8M | $3.6M | $16.7M |
| 2023 | 4,948 | $141.1M | $3.2M | $15.6M |
| 2022 | 4,561 | $114.4M | $3.1M | $15.5M |
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 |
|---|---|---|---|---|
| ELLIOTT DAVIS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $541,562 | $70,088 | $424,891 | — | — |
| 2023 | $457,937 | $319,458 | $108,321 | $30,158 | — |
| 2022 | $492,100 | — | $463,426 | — | $28,674 |