Compass Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,170

Total plan assets

$73.7M

Filings (rows)

Direct comp

$31K

Indirect comp

SERVICES PROVIDED

Investment manager1

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sam ASH Music Corporation Sam ASH Music Corporation 401(k) Savings and Retirement Plan · all filings	HICKSVILLE, NY	Investment manager	622	$39.9M	$5K	$0
Transervice Logistics, Inc. Transervice Retirement Plan · all filings	LAKE SUCESS, NY	Advisor / Consultant	548	$33.7M	$26K	$0