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Original filing (PDF)20251013205234NAL0000943651001
COMPAS, INC.
Form 5500
FILING_RECEIVED
COMPAS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
186
Accounts w/ balance
221
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPAS, INC..
Plan sponsor
Name
COMPAS, INC.
EIN
22-3078659
Address
3 EXECUTIVE CAMPUS · SUITE 430 · CHERRY HILL, NJ · 08002
Phone
(856) 382-2151
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHMERE CAPITAL MANAGEMENT | 81-1449683 | — | NONE | $32K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $22K | — |
Investments
32 direct securities · 1 pooled fund· $15.2M(98% of reported assets)
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.
Uncategorized
$15.0M
32 holdings
Common Collective Trust
$218K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $2.2M | 14.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.4M | 9.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.2M | 7.9% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $1.1M | 7.3% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $1.1M | 7.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $964K | 6.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $937K | 6.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $823K | 5.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $668K | 4.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $597K | 3.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $548K | 3.5% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $500K | 3.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $433K | 2.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $421K | 2.7% | |
| Janus Henderson Glbl Tech and Innov N Janus 0 | — | — | — | $319K | 2.1% | |
| Vanguard Health Care Index Adm Vanguard 0 | — | — | — | $253K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $223K | 1.4% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $218K | 1.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $178K | 1.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $175K | 1.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $173K | 1.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $143K | 0.9% | |
| Vanguard Energy Adm Vanguard 0 | — | — | — | $109K | 0.7% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 782 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $91K | 0.6% | |
| DFA Commodity Strategy Portfolio Fund DFA 0 | — | — | — | $63K | 0.4% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $56K | 0.4% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $45K | 0.3% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $26K | 0.2% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $26K | 0.2% | |
| Calvert U.S. Large Cap Core Respon Ind I Calvert 0 | — | — | — | $23K | 0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $19K | 0.1% | |
| Templeton Global Bond R6 Templeton 0 | — | — | — | $17K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $5K | <0.1% |
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