Frank Samra signed Compass Group USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Compass Group USA, Inc.'s EIN is 56-1874931.
Download the official 2024 Form 5500 (PDF) for Compass Group USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Compass Group USA, Inc.'s plan includes a 401(k) feature, profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON | 36-3109431 | — | INVESTMENT ADVISOR | $102K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | — | — | $2.3B | 94.6% | |
| BTC EQUITY INDEX GG BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-1908083 / PN 001 | Common Collective Trust | — | — | $645.3M | 26.0% | |
| BTC MSCI ACWI EXUS J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-4263088 / PN 001 | Common Collective Trust | — | — | $307.4M | 12.4% | |
| BTW SMID CAP CIT BOSTON TRUST WALDEN COMPANY · EIN 85-6529039 / PN 001 | Common Collective Trust | — | — | $222.6M | 9.0% | |
| BTC TOTAL RETURN L BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $209.6M | 8.5% | |
| TRP LG CP GR TR C T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $165.9M | 6.7% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $136.0M | 5.5% | |
| BLACKROCK SYS MULTI ALL CREDIT FUND BLACKROCK INST. TRUST COMPANY, N.A. · EIN 86-3477604 / PN 001 | Common Collective Trust | — | — | $92.4M | 3.7% | |
| US REAL ESTATE SEC INDEX FUND BLACKROCK INST. TRUST COMPANY, N.A. · EIN 94-3353898 / PN 001 | Common Collective Trust | — | — | $91.5M | 3.7% | |
| BTC RUSSELL 2500 J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 87-1907978 / PN 001 | Common Collective Trust | — | — | $24.0M | 1.0% | |
| BTC US DEBT INDEX L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 94-6589507 / PN 001 | Common Collective Trust | — | — | $8.9M | 0.4% | |
| BTC EQUITY INDEX J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC RUSSELL 2500 M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-1431095 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC US DEBT INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC MSCI ACWI EXUS M BLACKROCK INST. TRUST COMPANY, N. A · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| 04-2654524 |
| — |
| ADVISOR |
| $79K |
| — |
| CURCIO WEBB | 36-4171366 | — | CONSULTANT | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $14K | — |
