Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 21 in 2023
Providers › Compass 360, LLC
Compass 360, LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $332,548
Assets of those plans
$491,145,678
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$332,548
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 8 |
| 15 | Recordkeeping and information management | 7 |
| 37 | Participant loan processing | 5 |
| 64 | Recordkeeping fees | 3 |
| 50 | Direct payment from the plan | 3 |
| 14 | Plan administrator | 2 |
| 17 | Consulting (pension) | 1 |
| 63 | Distribution (12b-1) fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Wood Technologies International 401(k) Plan | Vector WP Midco Inc. DBA Wood Technologies International | $122,227,797 | 1,563 | $37,932 |
| Columbia Construction Company 401(k) Planrecordkeeper | Columbia Construction | $53,003,018 | 211 | $1,500 |
| Landmark School 401(k) Plan | Landmark School | $52,451,395 | 500 | $21,844 |
| Continental Broadband, LLC Retirement Plan | Continental Broadband | $45,946,585 | 486 | $43,820 |
| National Convenience Distributors 401(k) Retirement Plan | National Convenience Distributors | $39,183,164 | 1,162 | $74,505 |
| Turbocam, Inc. 401(k) Retirement Plan | Turbocam | $35,983,220 | 633 | $6,075 |
| Amcs Group, Inc. 401(k) Profit Sharing Planrecordkeeper | Amcs Group | $20,785,306 | 197 | $23,909 |
| Advocates for Human Potential, Inc. 401(k) Profit Sharing Plan | Advocates for Human Potential | $20,501,202 | 314 | $3,375 |
| Tripleseat Software LLC 401(k) Profit Sharing Plan | Tripleseat Software | $13,637,291 | 308 | $26,635 |
| Ascentage Pharma Group Inc. 401(k) Planrecordkeeper | Ascentage Pharma Group | $13,243,118 | 113 | $13,743 |
| DSR Auto Management 401(k) Plan | DSR Auto Management | $13,221,180 | 276 | $11,819 |
| MPI Incorporated 401(k) Planrecordkeeper | MPI | $10,033,475 | 121 | $1,000 |
| Middleton Family Medicine Urgent Care, LLC 401(k) Plan | Middleton Family Medicine Urgent Care | $9,919,089 | 208 | $4,446 |
| Clutch Co. LLC DBA Clutch 401(k) Planrecordkeeper | Clutch Co. LLC DBA Clutch | $8,949,742 | 127 | $1,125 |
| Well. 401(k) Planrecordkeeper | Well Dot | $8,400,307 | 230 | $16,460 |
| Beaver Sports 401(k) Planrecordkeeper | Beaver Sports Properties | $8,250,898 | 216 | $28,056 |
| Medvantx 401(k) Retirement Plan | Medvantx | $8,008,280 | 233 | $1,139 |
| Mack Property Management, LP 401(k) Plan | Mack Property Management | $7,400,611 | 253 | $15,165 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.