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Original filing (PDF)20250725143908NAL0006770001001
COMPSOUCE MUTUAL INSURANCE COMPANY
Form 5500
FILING_RECEIVED
COMPSOURCE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
286
Accounts w/ balance
393
Plan assets (EOY)
$24.9M
Net assets (EOY)
$24.9M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPSOUCE MUTUAL INSURANCE COMPANY.
Plan sponsor
Name
COMPSOUCE MUTUAL INSURANCE COMPANY
EIN
30-0641266
Address
1901 N. WALNUT AVE. · OKLAHOMA CITY, OK · 73152
Phone
—
Industry
Finance & Insurancesee 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
2025-07-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INVESTMENT PARTNERS LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $8K | — |
Investments
30 direct securities· $24.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Retire R6 MF N/A | — | — | — | $4.4M | 17.6% | |
| American Funds American Funds 2045 Target Date Retire R6 MF N/A | — | — | — | $3.3M | 13.3% | |
| American Funds American Funds 2040 Target Date Retire R6 MF N/A | — | — | — | $2.4M | 9.8% | |
| Vanguard 500 Index Admiral MF N/A | — | — | — | $1.9M | 7.8% | |
| American Funds American Funds 2050 Target Date Retire R6 MF N/A | — | — | — | $1.7M | 6.8% | |
| American Funds American Funds 2025 Target Date Retire R6 MF N/A | — | — | — | $1.6M | 6.5% | |
| MassMutual Select MassMutual Blue Chip Growth I MF N/A | — | — | — | $1.5M | 6.0% | |
| American Funds American Funds 2030 Target Date Retire R6 MF N/A | — | — | — | $1.2M | 4.8% | |
| American Funds American Funds 2055 Target Date Retire R6 MF N/A | — | — | — | $1.0M | 4.0% | |
| Mass Mutual Life Insurance Company N/A | — | — | — | $759K | 3.0% | |
| American Funds American Funds 2060 Target Date Retire R6 MF N/A | — | — | — | $646K | 2.6% | |
| American Funds American Funds 2020 Target Date Retire R6 MF N/A | — | — | — | $614K | 2.5% | |
| Vanguard Total Stock Mkt Index Adm MF N/A | — | — | — | $527K | 2.1% | |
| Vanguard Value Index Adm MF N/A | — | — | — | $502K | 2.0% | |
| Vanguard Total Intl Stock Index Admiral MF N/A | — | — | — | $445K | 1.8% | |
| Vanguard Small Cap Index Adm MF N/A | — | — | — | $392K | 1.6% | |
| PIMCO Funds PIMCO Income Instal MF N/A | — | — | — | $312K | 1.3% | |
| Vanguard Mid-Cap Value Index Admiral MF N/A | — | — | — | $247K | 1.0% | |
| American Funds American Funds 2015 Target Date Retire R6 MF N/A | — | — | — | $191K | 0.8% | |
| Dimensional Fund Advisors DFA US Small Cap MF N/A | — | — | — | $189K | 0.8% | |
| Vanguard Mid Cap Index Fund - Admiral MF N/A | — | — | — | $178K | 0.7% | |
| Fidelity Advisor Total Bond Z MF N/A | — | — | — | $164K | 0.7% | |
| MassMutual Select MassMutual Mid Cap Growth I MF N/A | — | — | — | $130K | 0.5% | |
| American Funds American Funds New World R6 MF N/A | — | — | — | $118K | 0.5% | |
| PGIM Investments PGIM High-Yield R6 MF N/A | — | — | — | $108K | 0.4% | |
| JP Morgan JP Morgan Small Cap Growth R6 MF N/A | — | — | — | $106K | 0.4% | |
| Dimensional Fund Advisors DFA Real Estate Securities I MF N/A | — | — | — | $82K | 0.3% | |
| MassMutual Premier MassMutual Inf-Prot and Inc I MF N/A | — | — | — | $78K | 0.3% | |
| American Funds American Funds Smallcap World R6 N/A | — | — | — | $40K | 0.2% | |
| American Funds American Funds 2010 Target Date Retire R6 MF N/A | — | — | — | $20K | <0.1% |
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