David Owen signed Compass Youth Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Compass Youth Services, LLC's EIN is 20-0125300.
Download the official 2024 Form 5500 (PDF) for Compass Youth Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Compass Youth Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT GROUP | — | FAIRFIELD, IN | INVESTMENT ADVISOR | $38K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOWNEAST PENSION SERVICES | — | NEW GLOUCESTER, ME | CONTRACT ADMIN | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 000 | Common Collective Trust | — | — | $1.1M | 13.4% | |
| The Vanguard Group 500 Index Admiral Fund | Common Collective Trusts | — | — | $757K | 9.3% | |
| The Vanguard Group Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $741K | 9.1% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 000 | Common Collective Trust | — | — | $529K | 6.5% | |
| American Funds AF 2055 Target Date Retirement Fund | Mutual Funds | — | — | $527K | 6.5% | |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 000 | Common Collective Trust | — | — | $436K | 5.4% | |
| American Funds AF 2045 Target Date Retirement Fund | Mutual Funds | — | — | $378K | 4.6% | |
| American Funds AF 2050 Target Date Retirement Fund | Mutual Funds | — | — | $375K | 4.6% | |
| The Vanguard Group Equity Income Admiral Fund | Mutual Funds | — | — | $351K | 4.3% | |
| American Funds AF 2030 Target Date Retirement Fund | Mutual Funds | — | — | $321K | 3.9% | |
| American Funds AF 2035 Target Date Retirement Fund | Mutual Funds | — | — | $319K | 3.9% | |
| The Vanguard Group Dividend Growth Investment Fund | Mutual Funds | — | — | $295K | 3.6% | |
| American Funds AF 2060 Target Date Retirement Fund | Mutual Funds | — | — | $228K | 2.8% | |
| American Funds AF 2040 Target Date Retirement Fund | Mutual Funds | — | — | $200K | 2.5% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 000 | Common Collective Trust | — | — | $187K | 2.3% | |
| The Vanguard Group International Growth Admiral Fund | Mutual Funds | — | — | $167K | 2.0% | |
| Alta Trust RetireGuide Conservative Growth Fund ** 747 American Funds AF 2025 Target Date Retirement Fund ** 195 Fixed Income * Empower Annuity Ins. Co of Am Key Guaranteed Portfolio Fund | Mutual Funds | — | — | $162K | 2.0% | |
| The Vanguard Group Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $150K | 1.8% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $141K | 1.7% | |
| The Vanguard Group Small-Cap Value Indx Fnd Admiral Shs | Mutual Funds | — | — | $106K | 1.3% | |
| JPMorgan Emerging Markets Equity Fund | Other securities | — | — | $82K | 1.0% | |
| Invesco Distributors, Inc. EQV Internat'l Equity Fd | Mutual Funds | — | — | $70K | 0.9% | |
| The Vanguard Group GNMA Fund Admiral Shares | Agency / Mortgage-Backed | — | — | $59K | 0.7% | |
| AMERICAN AGGRESSIVE ALLOCATION FD ALTA TRUST · EIN 88-1329967 / PN 001 | Common Collective Trust | — | — | $55K | 0.7% | |
| The Vanguard Group Small-Cap Growth Index Admiral Fund | Mutual Funds | — | — | $52K | 0.6% | |
| The Vanguard Group Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $49K | 0.6% | |
| American Funds AF 2065 Target Date Retirement Fund | Mutual Funds | — | — | $46K | 0.6% | |
| American Funds AF 2010 Target Date Retirement Fund | Mutual Funds | — | — | $40K | 0.5% | |
| Participant Loans Interest Rates range 4.25% - 9.5% - | Bonds / Notes | — | — | $37K | 0.5% | |
| The Vanguard Group Wellesley Income Admiral Fund | Mutual Funds | — | — | $32K | 0.4% | |
| The Vanguard Group Value Index Fund Admiral | Common Collective Trusts | — | — | $31K | 0.4% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $29K | 0.4% | |
| Dimensional Fund Advisors DFA Inflation-protected Securities Fund | Mutual Funds | — | — | $18K | 0.2% | |
| RETIREGUIDE CONS GROWTH & INC ALTA TRUST · EIN 84-4094462 / PN 000 | Common Collective Trust | — | — | $16K | 0.2% | |
| The Vanguard Group Small-Cap Index Admiral Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Dimensional Fund Advisors DFA World Ex US Gov't Fixed Income | Mutual Funds | — | — | $13K | 0.2% | |
| American Funds AF 2015 Target Date Retirement Fund | Mutual Funds | — | — | $10K | 0.1% | |
| The Vanguard Group Mid-Cap Growth Index Admiral Fund | Mutual Funds | — | — | $8K | <0.1% | |
| The Vanguard Group Mid-Cap Value Index Admiral Fund | Mutual Funds | — | — | $8K | <0.1% | |
| The Vanguard Group Long-Term Treasury Admiral Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Alta Trust RetireGuide Conservative Gr & Inc Fd | Common Stocks | — | — | $2K | <0.1% | |
| RETIREGUIDE CONS GROWTH ALTA TRUST · EIN 84-4074165 / PN 000 | Common Collective Trust | — | — | $747 | <0.1% |
