COMPASS, INC. 401(k) Plan
What public Form 5500 filings show about the COMPASS, INC. 401(k) plan — and how to find and check your own account.
The COMPASS, INC. 401(k) on its latest Form 5500
COMPASS, INC. (EIN 30-0751604) reports COMPASS 401(K) PLAN on its most recent Form 5500, with $172.2M in plan assets across 2,754 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full COMPASS, INC. filing — schedules, fees, and providers.
Who runs the COMPASS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your COMPASS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, CREATIVE PLANNING, MARSH & MCLENNAN COMPANIES, CARON & BLETZER.
How to check your COMPASS, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask COMPASS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).