In Compass Health, Inc. 401(k) Plan
What public Form 5500 filings show about the In Compass Health, Inc. 401(k) plan — and how to find and check your own account.
The In Compass Health, Inc. 401(k) on its latest Form 5500
In Compass Health, Inc. (EIN 58-2569897) reports IN COMPASS HEALTH 401(K) PLAN on its most recent Form 5500, with $29.3M in plan assets across 212 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 In Compass Health, Inc. filing — schedules, fees, and providers.
Who runs the In Compass Health, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your In Compass Health, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSAMERICA TRUST, UMR, ROCKERFELLER CAPTIAL MGMT INS, BATES CARTER, A A LAROCCO & ASSOCIATES, ERISA SERVICES OF GEORGIA.
How to check your In Compass Health, Inc. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask In Compass Health, 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).