Plan Snapshot
- Plan Sponsor: In Compass Health, INC
- Sponsor EIN: 582569897
- Sponsor Address: 13000 DEERFIELD PARKWAY, ALPHARETTA, GA, 30004
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $29.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 212 | $29.3M | $1.6M | $2.4M |
| 2023 | 204 | $24.6M | $1.5M | $2.1M |
| 2022 | 174 | $20.4M | $1.4M | $1.9M |
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 |
|---|---|---|---|---|
| BATES, CARTER, & CO., LLP | Auditor | $10,000 | — | $10,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,000
- Estimated Expense Ratio: 0.034% 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 | $117,026 | $25,000 | $4,826 | $10,000 | — |
| 2023 | $105,730 | — | $105,730 | — | — |
| 2022 | $103,652 | — | — | — | $103,652 |