How big is Compass, Inc.'s plan?

Compass, Inc.'s plan reported $8.5M in assets and 576 participants for 2024.

Original filing (PDF)20250926103824NAL0021442562001

Compass, Inc.

Name: Compass, Inc. — 401(k) Profit-Sharing Plan for, Form 5500 (2024)
Creator: Compass, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Profit-Sharing Plan for Employees of Compass, Inc.

401(k) retirement plan · Compass, Inc.'s 401(k) Profit-Sharing Plan for Employees of Compass, Inc. held $8.5M in plan assets for 576 participants in 2024, with Mutual of America as recordkeeper.

Active participants

576

Accounts w/ balance

372

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

JOAN Whitney signed Compass, Inc.'s 2024 Form 5500 as plan administrator.

JOAN Whitney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Compass, Inc.'s EIN is 52-2112412.

EIN 52-2112412

Plan number 001

Plan year 2024

ACK ID 20250926103824NAL0021442562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Compass, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Compass, Inc.'s plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPASS, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

47 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Below-peer total plan cost (92nd percentile).

Plan sponsor

Name

COMPASS, INC.

EIN

all filings

Address

12400 KILN CT STE A · BELTSVILLE, MD · 207051317

Phone

(301) 625-2406

Industry

Health Care & Social Assistance

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

2025-09-26

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

MULLEN,SONDBERG,WIMBISH & STONE

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$3K	—

Investments

47 direct securities · 1 pooled fund· $15.3M(100% 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.

Other securities

$7.5M

30 holdings

Pooled Separate Account

$6.5M

1 holding

Bonds / Notes

$395K

1 holding

Participant loans

$385K

1 holding

Common Collective Trusts

$315K

3 holdings

Mutual Funds

$278K

10 holdings

Common Stocks

$11K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$195K T. Rowe Price$127K Vanguard$69K PIMCO$11K American Century$2K Invesco$1K Eaton Vance / Calvert$1K American Funds (Capital Group)$1K

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Cash / Money Market

$9K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$6.5M	76.0%
Mutual of America Interest Accumulation	Other securities	—	—	$1.6M	19.4%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$1.2M	14.0%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$1.2M	13.7%
Mutual of America 2030 Retirement Fund	Other securities	—	—	$917K	10.8%
Mutual of America 2025 Retirement Fund	Other securities	—	—	$593K	7.0%
Mutual of America 2045 Retirement Fund	Other securities	—	—	$535K	6.3%
Participant loans 4.25% - 9.50% $-0-	Bonds / Notes	—	—	$395K	4.7%
. PARTICIPANT LOANS Mutual of America Loan Fund	Participant loans	—	—	$385K	4.5%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$373K	4.4%
Mutual of America 2055 Retirement Fund	Other securities	—	—	$333K	3.9%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$290K	3.4%
Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$127K	1.5%
Mutual of America Conservative Allocation	Other securities	—	—	$124K	1.5%
Mutual of America Retirement Income Fund	Other securities	—	—	$109K	1.3%
Mutual of America 2020 Retirement Fund	Other securities	—	—	$97K	1.1%
Mutual of America Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$81K	1.0%
Mutual of America Duetsche VSI Capital Growth VIP	Other securities	—	—	$71K	0.8%
Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$68K	0.8%
Mutual of America 2060 Retirement Fund	Other securities	—	—	$43K	0.5%
Mutual of America Bond Fund	Other securities	—	—	$37K	0.4%
Mutual of America Vanguard VIF Reit Index Portfolio	Mutual Funds	—	—	$35K	0.4%
Mutual of America Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$30K	0.4%
Mutual of America Aggressive Allocation	Other securities	—	—	$27K	0.3%
Mutual of America Moderate Allocation	Other securities	—	—	$26K	0.3%
Mutual of America Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$24K	0.3%
Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$22K	0.3%
Mutual of America Delaware VIP Small Cap Value Series	Other securities	—	—	$18K	0.2%
Mutual of America Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$16K	0.2%
Mutual of America Vangaurd VIF Total Bond Market Index Portfolio	Other securities	—	—	$14K	0.2%
Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$12K	0.1%
Mutual of America Pimco VIT Real Return Portfolio	Mutual Funds	—	—	$11K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America Deemed Loan Fund	Common Stocks	—	—	$11K	0.1%
Mutual of America Mutual of America International Fund	Other securities	—	—	$10K	0.1%
Mutual of America Mutual of America Money Market Fund	Cash / Money Market	—	—	$9K	0.1%
Mutual of America Mutual of America Mid-Term Bond Fund	Other securities	—	—	$9K	0.1%
Mutual of America Mutual of America 2015 Retirement Fund	Other securities	—	—	$7K	<0.1%
Mutual of America Mutual of America All America Fund	Other securities	—	—	$7K	<0.1%
Mutual of America Mutual of America 2065 Retirement Fund	Other securities	—	—	$6K	<0.1%
Mutual of America Small Cap Value Fund	Other securities	—	—	$5K	<0.1%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$4K	<0.1%
Mutual of America Mutual of America Composite Fund	Other securities	—	—	$2K	<0.1%
Mutual of America American Century VP Capital Appreciation	Other securities	—	—	$2K	<0.1%
Mutual of America Invesco V.I. Main Street	Mutual Funds	—	—	$1K	<0.1%
Mutual of America Mutual of America Mid-Cap Equity Index	Common Collective Trusts	—	—	$1K	<0.1%
Mutual of America Calvert FP SRI Balanced Portfolio	Other securities	—	—	$1K	<0.1%
Mutual of America Mutual of America Mid Cap Value Fund	Other securities	—	—	$1K	<0.1%
Mutual of America American Funds IS New World Fund	Mutual Funds	—	—	$1K	<0.1%

1–48 of 48

403(b) Thrift Plan for Employees of Special Service for Groups, Inc.

$62.8M · 2,487 participants