Compass Mortgage, Inc.'s EIN is 36-4322204.
Download the official 2024 Form 5500 (PDF) for Compass Mortgage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Compass Mortgage, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $15.3M | 91.6% | |
| LARGE CAP GROWTH/MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $2.8M | 16.9% | |
| INDEXSELECT MOD 2035 FUND CL R6 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.4M | 14.5% | |
| STATE ST US TTL MKT INDX SL SF CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $1.6M | 9.8% | |
| INDEXSELECT MODERATE 2045 FUN CL R6 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.6M | 9.6% | |
| INDEXSELECT MOD RET FUND CL R6 GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.4M | 8.3% | |
| S&P 500 INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| BLACKROCK US DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $640K | 3.8% | |
| INDEXSELECT MODERATE 2055 FUN CL R6 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $572K | 3.4% | |
| SMALL CAP VALUE FUND III CL I1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $386K | 2.3% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $339K | 2.0% | |
| INVESCO CORE FIXED INCOME TRUST B1 INVESCO · EIN 20-2583973 / PN 309 | Common Collective Trust | — | — | $305K | 1.8% | |
| SSGA RUSSELL SMALL CAP INDX FD CL S STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $217K | 1.3% | |
| STATE ST INTL INDX NL CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 654 | Common Collective Trust | — | — | $206K | 1.2% | |
| INDEXSELECT AGGRESS 2035 FUND CL R6 GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $197K | 1.2% | |
| INDEXSELECT MOD 2065 FUND CLASS R6 GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $152K | 0.9% | |
| SSGA US BOND INDEX FUND CL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 178 | Common Collective Trust | — | — | $134K | 0.8% | |
| SSGA US INFLATION PROTECTED BD IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $93K | 0.6% | |
| STATE STREET REIT INDEX NL C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 229 | Common Collective Trust | — | — | $52K | 0.3% | |
| INDEXSELECT AGGRESS RET FD CL R6 GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $5K | <0.1% | |
| INDEXSELECT AGGRESS 2065 FUND CL R6 GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $273 | <0.1% | |
| INDEXSELECT AGGRESS 2045 FUND CL R6 GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $273 | <0.1% | |
| INDEXSELECT CONSERV 2055 FUND CL R6 GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $272 | <0.1% | |
| INDEXSELECT CONSERV 2045 FUND CL R6 GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $269 | <0.1% | |
| INDEXSELECT CONSERV 2035 FUN CL R6 GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $267 | <0.1% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $12 | <0.1% | |
| INDEXSELECT MODERATE 2045 FUND CL F GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERV 2045 FD CL F GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESS 2035 FUND CL F GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK US TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD 2025 FUND CLASS F GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERV 2025 FUND CL R6 GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESS 2065 FUND CL F GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $0 | <0.1% | |
| INTERNATIONAL STOCK I1 GREAT GRAY · EIN 82-2436292 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH FUND II FEE CL I1 GREAT GARY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD 2055 FUND CL F GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MSCI ACWI EX-US INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESS RET FUND CL F GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESS 2045 FUND CL F GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MOD RET FUND CL F GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERV 2055 FD CLASS F GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSER 2025 FD CL F GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% |
| BROWN WEALTH MANAGEMENT LLC | — | NAPERVILLE, IL | INVESTOR ADVISOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS, INC. | — | MILAWUKEE, WI | CONTRACT ADMIN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEXPATH STRATEGIES | — | ALISO VIEJO, CA | OTHER | $6K | — |
