# Kompass Kapital Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/kompass-kapital-management-llc-401k-plan

> Kompass Kapital Management LLC's 401(k) plan: 463 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kompass Kapital Management LLC

- **Sponsor EIN:** 465627934

- **Sponsor Address:** 9800 METCALF AVE FL 5, OVERLAND PARK, KS, 662122216

- **Plan Type:** 401(k)

- **Total Participants:** 463

- **Total Assets:** $18.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|463|$18.4M|$2.7M|$2.2M|

| 2023|457|$12.0M|$37,372|$1.6M|

| 2022|383|$11.9M|$1.1M|$2.0M|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$22,872|—|$22,872|

| AIC FBO TFB ADVISORS, LLC|ADVISOR|$16,712|—|$16,712|

| AMERITAS ADVISORY SERVICES, LLC|ADVISOR|$8,638|—|$8,638|

| MARKSNELSON LLC, CPAS|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

- [AIC FBO TFB ADVISORS, LLC](https://planprovider.pro/provider/ameritas-retirement-plans) — ADVISOR

- [AMERITAS ADVISORY SERVICES, LLC](https://planprovider.pro/provider/ameritas-retirement-plans) — ADVISOR

- [MARKSNELSON LLC, CPAS](https://planprovider.pro/provider/marksnelson-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,222

- **Estimated Expense Ratio:** 0.262% 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|$54,621|$25,350|$28,411|—|—|

| 2023|$60,630|$17,538|—|—|—|

| 2022|$117,791|$105,149|$12,642|—|—|

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