Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › Compass 360, LLC
Compass 360, LLC
- Service provider, as named on Schedule C
- EIN 811939215
- Plan year 2024
- Direct compensation reported $616,667
Assets of those plans
$1,026,483,400
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
18
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$616,667
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 |
|---|---|---|
| 15 | Recordkeeping and information management | 16 |
| 64 | Recordkeeping fees | 14 |
| 37 | Participant loan processing | 13 |
| 14 | Plan administrator | 4 |
| 10 | Accounting (including auditing) | 2 |
| 13 | Contract administrator | 2 |
| 27 | Investment advisory (plan) | 2 |
| 63 | Distribution (12b-1) fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| PKF O'connor Davies 401(k) Savings & Retirement Planrecordkeeper | Pkfod Management | $335,601,731 | 1,778 | $111,675 |
| Cell Signaling Technology 401(k) Plan | Cell Signaling Technology | $143,979,115 | 665 | $27,500 |
| Cydecor, Inc. 401(k) Plan | Cydecor | $101,100,980 | 674 | $11,068 |
| Iconiq Capital 401(k) Planrecordkeeper | ICQ BB GP | $85,597,871 | 655 | $6,150 |
| Thrive Operations, LLC 401(k) Plan | Thrive Operations | $55,004,246 | 751 | $21,041 |
| ICP Group 401(k) Savings Plan | ICP Construction | $46,807,667 | 1,649 | $71,058 |
| Careforth 401(k) Planrecordkeeper | Seniorlink Inc. D/B/A Careforth | $44,073,016 | 990 | $14,820 |
| Apderm Management, LLC 401(k) Profit Sharing Planrecordkeeper | Apderm Management | $39,331,206 | 495 | $5,112 |
| Partners in Health 401(k) Planrecordkeeper | Partners in Health a Nonprofit | $24,148,280 | 496 | $6,955 |
| Pioneer Spine and Sports Physicians P.C. 401(k) Plan and Trustrecordkeeper | Pioneer Spine and Sports Physicians | $19,746,737 | 131 | $21,208 |
| Third Bridge 401(k) Profit Sharing Plan | Third Bridge (US) | $18,369,532 | 696 | $20,980 |
| Hopper 401(k) Planrecordkeeper | Hopper (USA) | $17,552,128 | 406 | $4,575 |
| MPPR Associates LLC 401(k) Planrecordkeeper | MPPR Associates LLC a California | $16,091,383 | 219 | $3,000 |
| Sarat Ford Sales, Inc. 401(k) Saving Planrecordkeeper | Sarat Ford Sales | $13,144,773 | 104 | $19,894 |
| Victory RD 401(k) Planrecordkeeper | Ark National Holdings | $9,728,231 | 545 | $63,917 |
| Scholfield 401(k) Retirement Plan | Scholfield | $9,305,509 | 172 | $26,650 |
| Prototek Group 401(k) Plan | Prototek Holdings | $8,502,349 | 266 | $12,971 |
| Acadia HR MEP Planrecordkeeper | Hudson Valley Staff Ltd. DBA Acadia HR | $8,435,372 | 183 | $34,523 |
| Sampco Inc. 401(k) Profit Sharing Planrecordkeeper | Sampco | $8,403,852 | 117 | $1,650 |
| NFI 401(k) Planrecordkeeper | Newbury Franklin Industrials | $8,200,783 | 205 | $6,210 |
| MCR Donuts, Inc. 401(k) Profit Sharing Planrecordkeeper | MCR Donuts | $6,282,361 | 137 | $1,530 |
| Reveneer, Inc. 401(k) Planrecordkeeper | Reveneer | $3,907,109 | 280 | $25,985 |
| Caffe Nero Americas 401(k) Planrecordkeeper | Caffe Nero Americas | $3,169,169 | 413 | $41,170 |
| National Automotive Roads Fuel Association Multiple Employer Planrecordkeeper | Automotive Wholesalers Association of New England Inc. DBA Narfa | $0 | 0 | $10,011 |
| ACP Facility Services, Inc. 401(k) Profit Sharing Planrecordkeeper | ACP Facility Services | $0 | 0 | $47,014 |
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.