What public Form 5500 filings show about the Compass Mortgage, Inc. 401(k) plan — and how to find and check your own account.
Compass Mortgage, Inc. (EIN 36-4322204) reports COMPASS MORTGAGE, INC. 401(K) PLAN on its most recent Form 5500, with $16.7M in plan assets across 137 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 Mortgage, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Compass Mortgage, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BROWN WEALTH MANAGEMENT, EMPOWER ADVISORY GROUP, BLUE CHIP RETIREMENT PLANS, FLEXPATH STRATEGIES.
