Compass Health, Inc.'s EIN is 43-1032835.
Download the official 2024 Form 5500 (PDF) for Compass Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Compass Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $779K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $189.2M | 89.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $24.2M | 11.4% | |
| Annuity Contract *Stable Asset Fund | Other securities | — | — | $21.0M | 9.9% | |
| T.Rowe Price Retirement 2055 I | Other securities | — | — | $15.2M | 7.2% | |
| T.Rowe Price Retirement 2050 I | Other securities | — | — | $13.4M | 6.4% | |
| T.Rowe Price Retirement 2045 I | Other securities | — | — | $12.9M | 6.1% | |
| T.Rowe Price Retirement 2060 I | Other securities | — | — | $12.8M | 6.1% | |
| *American Century Ultra R6 | Pooled Separate Accounts | — | — | $10.4M | 4.9% | |
| Federated Herm Intl Eq Instl | Other securities | — | — | $9.4M | 4.5% | |
| T.Rowe Price Retirement 2035 I | Other securities | — | — | $9.2M | 4.3% | |
| Vanguard Tot BdMktIdx Adm | Mutual Funds | — | — | $8.8M | 4.2% | |
| T.Rowe Price Retirement 2040 I | Other securities | — | — | $8.7M | 4.1% | |
| T.Rowe Price Retirement 2030 I | Other securities | — | — | $7.2M | 3.4% | |
| Columbia Mid Cap Idx Instl 2 | Common Collective Trusts | — | — | $7.1M | 3.4% | |
| MFS Value R6 | Mutual Funds | — | — | $7.0M | 3.3% | |
| Neuberger Berman MidCapGr R6 | Other securities | — | — | $6.5M | 3.1% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $5.2M | 2.4% | |
| T.Rowe Price Retirement 2025 I | Other securities | — | — | $4.8M | 2.3% | |
| Vanguard MdCp Val Idx Adm | Common Collective Trusts | — | — | $4.1M | 1.9% | |
| Fidelity LargeCap Growth Idx | Common Collective Trusts | — | — | $3.6M | 1.7% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $3.0M | 1.4% | |
| Fidelity Balanced | Mutual Funds | — | — | $2.3M | 1.1% | |
| Harbor Capital Appreciation I | Other securities | — | — | $2.0M | 1.0% | |
| MFS Growth R6 | Mutual Funds | — | — | $2.0M | 0.9% | |
| T.Rowe Price Retirement 2020 I | Other securities | — | — | $1.8M | 0.9% | |
| Vanguard Sm Cap Val Idx Adm | Common Collective Trusts | — | — | $1.5M | 0.7% | |
| Calvert US LgCpCr Resp Idx R6 | Common Collective Trusts | — | — | $1.4M | 0.6% | |
| T.Rowe Price Retirement 2015 I | Other securities | — | — | $1.3M | 0.6% | |
| Janus Henderson GlbLifeSci I | Mutual Funds | — | — | $1.2M | 0.6% | |
| Goldman Sachs Int Eq Insgt Ins | Other securities | — | — | $1.2M | 0.6% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $605K | 0.3% | |
| DFA US Small Cap I | Mutual Funds | — | — | $344K | 0.2% | |
| various maturity dates through 2028 | Other securities | — | — | $45K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
