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

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BEARINGS & DRIVES UNLIMITED, INC. BEARING & DRIVE SOLUTION 401(K) RETIREMENT PLAN	SOUDERTON, PA	Advisor / Consultant REGISTERED INV ADVISOR	255	$28.1M	$97K
BEARINGS & DRIVES UNLIMITED, INC. BEARING & DRIVE SOLUTIONS 401(K) RETIREMENT PLAN	SOUDERTON, PA	Advisor / Consultant REGISTERED INV ADVISOR	257	$27.7M	$52K
BEARINGS & DRIVES UNLIMITED, INC.