MICA Zilliner signed Compass Well Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Compass Well Services LLC's EIN is 27-3686749.
Download the official 2024 Form 5500 (PDF) for Compass Well Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Compass Well Services 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $828K | 13.0% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $733K | 11.5% | |
| FIDELITY ADVISOR SMALL CAP - M | Registered Investment Companies | — | — | $563K | 8.9% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $530K | 8.3% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $526K | 8.3% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $334K | 5.3% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $302K | 4.7% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $255K | 4.0% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $239K | 3.8% | |
| GS SMALL CAP VALUE FUND - A | Registered Investment Companies | — | — | $216K | 3.4% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $161K | 2.5% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $159K | 2.5% | |
| PGIM JENNISON MID-CAP GROWTH A | Registered Investment Companies | — | — | $142K | 2.2% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $140K | 2.2% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $121K | 1.9% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $117K | 1.8% | |
| MFS INTL INTRINSIC VALUE - R2 | Registered Investment Companies | — | — | $106K | 1.7% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $98K | 1.5% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $97K | 1.5% | |
| CARILLON EAGLE SMCAP GROWTH A | Registered Investment Companies | — | — | $86K | 1.4% | |
| FIDELITY ADVISOR REAL ESTATE-M | Registered Investment Companies | — | — | $79K | 1.2% | |
| LORD ABBETT FUN EQUITY FND - A | Registered Investment Companies | — | — | $77K | 1.2% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $70K | 1.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $68K | 1.1% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $63K | 1.0% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $53K | 0.8% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $53K | 0.8% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $49K | 0.8% | |
| MFS RESEARCH INTL - R2 | Registered Investment Companies | — | — | $49K | 0.8% | |
| PGIM JENN NATURAL RESOURCES A | Registered Investment Companies | — | — | $13K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2015-R 980 REGISTERED INVESTMENT COMPANY AMERICAN CENTURY EQTY INC-A | Registered Investment Companies | — | — | $13K | 0.2% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $10K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
