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Original filing (PDF)20251003122641NAL0000802707001
COMPASS CONSTRUCTION MANAGEMENT
Form 5500
FILING_RECEIVED
COMPASS CONSTRUCTION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
128
Accounts w/ balance
120
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPASS CONSTRUCTION MANAGEMENT.
Plan sponsor
Name
COMPASS CONSTRUCTION MANAGEMENT
EIN
91-1914353
Address
11332 NE 122ND WAY, SUITE 350 · KIRKLAND, WA · 98034
Phone
(206) 486-1226
Industry
Constructionsee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE ADVISORS, LLC | 91-2096023 | SEATTLE, WA | ADVISOR | $19K | — |
Investments
32 direct securities· $10.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares Core S&P Total US Stock Mkt Registered Investment Company | — | — | — | $1.6M | 15.7% | |
| American Funds Trgt Date Ret 2030 R6 Registered Investment Company | — | — | — | $1.1M | 10.6% | |
| American Funds Trgt Date Ret 2060 R6 Registered Investment Company | — | — | — | $1.0M | 10.0% | |
| American Funds Trgt Date Ret 2040 R6 Registered Investment Company | — | — | — | $745K | 7.1% | |
| American Funds Trgt Date Ret 2050 R6 Registered Investment Company | — | — | — | $742K | 7.1% | |
| Vanguard Mid-Cap Index Adm Registered Investment Company | — | — | — | $525K | 5.0% | |
| T. Rowe Price Blue Chip Growth Registered Investment Company | — | — | — | $504K | 4.8% | |
| American Funds Trgt Date Ret 2045 R6 Registered Investment Company | — | — | — | $496K | 4.7% | |
| Washington Mutual Investors R6 Registered Investment Company | — | — | — | $403K | 3.9% | |
| Dodge & Cox Income Registered Investment Company | — | — | — | $381K | 3.6% | |
| iShares Core MSCI EAFE Registered Investment Company | — | — | — | $285K | 2.7% | |
| Vanguard Small Cap Growth Index Adm Registered Investment Company | — | — | — | $281K | 2.7% | |
| EUPAC FUND R6 Registered Investment Company | — | — | — | $278K | 2.7% | |
| Vanguard Small Cap Idx Adm Registered Investment Company | — | — | — | $274K | 2.6% | |
| Vanguard Mid-Cap Growth Index Admiral Registered Investment Company | — | — | — | $222K | 2.1% | |
| American Funds Trgt Date Ret 2020 R6 Registered Investment Company | — | — | — | $212K | 2.0% | |
| American Funds Trgt Date Ret 2025 R6 Registered Investment Company | — | — | — | $195K | 1.9% | |
| American Funds New Perspective Registered Investment Company | — | — | — | $178K | 1.7% | |
| Lord Abbett Short Duration Income R6 Registered Investment Company | — | — | — | $160K | 1.5% | |
| Smead Value Institutional Registered Investment Company | — | — | — | $160K | 1.5% | |
| Standard Stable Asset II Stable Asset Fund | — | — | — | $143K | 1.4% | |
| Vanguard Infla.Protected Sec Adm Registered Investment Company | — | — | — | $99K | 1.0% | |
| American Funds Trgt Date Ret 2055 R6 Registered Investment Company | — | — | — | $83K | 0.8% | |
| Vanguard Real Estate Ind Fund Admi Sh Registered Investment Company | — | — | — | $61K | 0.6% | |
| Vanguard Sm Cap Val Index Adm Registered Investment Company | — | — | — | $58K | 0.6% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $40K | 0.4% | |
| American Funds Trgt Date Ret 2035 R6 Registered Investment Company | — | — | — | $37K | 0.4% | |
| Janus Henderson Small Cap Value N Registered Investment Company | — | — | — | $29K | 0.3% | |
| Vanguard Mid Cap Value Admiral Registered Investment Company | — | — | — | $28K | 0.3% | |
| Victory Sycamore Established Value A Registered Investment Company | — | — | — | $26K | 0.3% | |
| Loan 4.25% - 6.50% | — | — | — | $8K | <0.1% | |
| Western Asset Core Plus Bond I Registered Investment Company | — | — | — | $2K | <0.1% |
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