# In Compass Health, INC 401(k) Plan
Source: https://planprovider.pro/companies/in-compass-health-inc-401k-plan

> In Compass Health, INC's 401(k) plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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