Compass ION 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

898

Total plan assets

$88.2M

Filings (rows)

Direct comp

$245K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Bearings & Drives Unlimited, Inc. Bearing & Drive Solution 401(k) Retirement Plan · all filings	SOUDERTON, PA	Advisor / Consultant	255	$28.1M	$97K	$0
Bearings & Drives Unlimited, Inc. Bearing & Drive Solutions 401(k) Retirement Plan · all filings	SOUDERTON, PA	Advisor / Consultant	257	$27.7M	$52K	$0
Bearings & Drives Unlimited, Inc. Bearing & Drive Solutions 401(k) Retirement Plan · all filings	SOUDERTON, PA	Advisor / Consultant	256	$18.1M	$58K	$0
Oxford Economics USA, Inc. and Tourism Economics, LLC Oxford Economics USA, Inc. and Tourism Economics, LLC 401(k) Plan · all filings	NEW YORK, NY	Advisor / Consultant	130	$14.4M	$37K	$0