Compass Family Services 403(b) match, vesting and fees
What Compass Family Services' 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Compass Family Services: employer contribution per participant | — | |
| Peer median | $1,468 |
| Compass Family Services: average balance | $18,216 | |
| Peer median | $37,786 |
| Compass Family Services: admin expenses ÷ assets | 0.80% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.8M at the end of plan year 2021 to $5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 314 | $5M | — | — | 0.80% | Not published | Form 5500 ↗ |
| 2023 | 272 | $3.9M | — | — | 0.81% | Not published | Form 5500 ↗ |
| 2022 | 231 | $2.8M | — | — | 0.80% | Not published | Form 5500 ↗ |
| 2021 | 186 | $2.8M | — | — | 0.92% | Not published | Form 5500 ↗ |
Other Compass Family Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Compass Family Services Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Compass Family Services match 401(k) contributions?
The match terms for the Compass Family Services 403(b) Plan have not been published from its filing yet.
When is the Compass Family Services 401(k) match vested?
The vesting schedule for the Compass Family Services 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Compass Family Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Compass Family Services.
I left Compass Family Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Compass Family Services, (415) 644-0504) or the recordkeeper, Newport Group, Inc.. The Compass Family Services old 401(k) page lists the contacts from every plan filing. Find an old Compass Family Services 401(k)
Data from the public Form 5500 annual reports Compass Family Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Compass Family Services. Not financial advice. Report a correction · Methodology