LISA Chachere signed Compass Health, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Compass Health, LLC's EIN is 20-3861124.
Download the official 2024 Form 5500 (PDF) for Compass Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Compass Health, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT STRATEGIES GROUP, LLC | — | NEW ORLEANS, LA | TPA | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lfcycind 2040 Inst Tiaacrf 0 | Other securities | — | — | $2.0M | 24.3% | |
| Lfcycind 2030 Inst Tiaacrf 0 | Other securities | — | — | $1.3M | 15.9% | |
| Lfcycind 2025 Inst Tiaacrf 0 | Other securities | — | — | $1.0M | 12.3% | |
| Lfcycind 2035 Inst Tiaacrf 0 | Other securities | — | — | $641K | 7.8% | |
| Lfcycind 2050 Inst Tiaacrf 0 | Other securities | — | — | $640K | 7.8% | |
| Fixed Select Option Nw 0 | Other securities | — | — | $425K | 5.2% | |
| Lfcycind 2015 Inst Tiaacrf 0 | Other securities | — | — | $340K | 4.1% | |
| Lfcycind 2055 Inst Tiaacrf 0 | Other securities | — | — | $250K | 3.0% | |
| 500 Index Fd As Vngrd 0 | Common Collective Trusts | — | — | $178K | 2.2% | |
| Gr Indx Adml Vngrd 0 | Other securities | — | — | $168K | 2.0% | |
| Lfcycind 2060 Inst Tiaacrf 0 | Other securities | — | — | $100K | 1.2% | |
| Lfcycind 2020 Inst Tiaacrf 0 | Other securities | — | — | $78K | 0.9% | |
| Lfcycindrtinc Inst Tiaacrf 0 | Other securities | — | — | $77K | 0.9% | |
| Itmd Bd Voya 0 | Other securities | — | — | $74K | 0.9% | |
| Mdcap Val Indx Adml Vngrd 0 | Other securities | — | — | $48K | 0.6% | |
| Mdcap Gr Indx Adml Vngrd 0 | Other securities | — | — | $42K | 0.5% | |
| Us Smcap Inst Dfa 0 | Mutual Funds | — | — | $36K | 0.4% | |
| Intl Val Dfa 0 | Mutual Funds | — | — | $35K | 0.4% | |
| Lifecycle Index 2065 Fund - Institutional Class Tiaacrf 0 | Other securities | — | — | $34K | 0.4% | |
| Clrbrdginvlgcapval I Leggm 0 | Other securities | — | — | $25K | 0.3% | |
| Hi Yld Corp Adml Vngrd 0 | Common Stocks | — | — | $18K | 0.2% | |
| Intl Lgcap Gr Dfa 0 | Mutual Funds | — | — | $16K | 0.2% | |
| Lfcycind 2010 Inst Tiaacrf 0 | Other securities | — | — | $15K | 0.2% | |
| Gov Oblgtns Prmr Fed Hrms 0 Mdcap Indx Fid 0 | Mutual Funds | — | — | $12K | 0.1% | |
| Explr Adml Vngrd 0 | Other securities | — | — | $9K | 0.1% | |
| Us Smcap Val Inst Dfa 0 | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
