Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Compass 360, LLC
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 43 retirement plans with 100 or more participants reported paying Compass 360, LLC $5,000 or more. Those plans cover 25,160 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $933K. Per plan, the median was $29.72 per participant, with the middle half of plans between $9.89 and $75.74. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Massachusetts (19), New York (6) and New Hampshire (3).
In 2017 it appeared on 7 such filings; in 2024, 42. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $9.89 | $29.72 | $75.74 |
| Compensation as a share of plan net assets | 0.02% | 0.08% | 0.15% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Beaver Sports 401(k) Plan | Beaver Sports Properties, Inc. | NC | 2,343 | $8.2M | $28K |
| PKF O'Connor Davies 401(k) Savings & Retirement Plan | Pkfod Management Company LLC | NY | 2,086 | $336M | $112K |
| Wood Technologies International 401(k) Plan | Vector WP Midco, Inc. DBA Wood Technologies International | WA | 1,693 | $122M | $38K |
| Icp Group 401(k) Savings Plan | Icp Construction, Inc. | MA | 1,653 | $46.7M | $71K |
| National Convenience Distributors 401(k) Retirement Plan | National Convenience Distributors, LLC | NY | 1,274 | $39.2M | $75K |
| Thrive Operations, LLC 401(k) Plan | Thrive Operations, LLC | MA | 1,023 | $55.0M | $46K |
| Careforth 401(k) Plan | Seniorlink, Inc. d/b/a Careforth | IN | 1,008 | $44.1M | $15K |
| Apderm Management, LLC 401(k) Profit Sharing Plan | Apderm Management, LLC. | MA | 884 | $39.3M | $5,112 |
| Cydecor, Inc. 401(k) Plan | Cydecor, Inc. | VA | 783 | $101M | $11K |
| ABC NH & VT Member 401(k) Plan | Associated Builders & Contractors Nh/vt | NH | 773 | $12.8M | $3,248 |
| Third Bridge 401(k) Profit Sharing Plan | Third Bridge (US) Inc. | NY | 706 | $18.4M | $21K |
| Turbocam, Inc. 401(k) Retirement Plan | Turbocam, Inc. | NH | 692 | $36.0M | $6,075 |
| Iconiq Capital 401(k) Plan | Iconiq Capital, LLC | CA | 682 | $85.6M | $6,150 |
| Cell Signaling Technology 401(k) Plan | Cell Signaling Technology, Inc. | MA | 668 | $144M | $28K |
| Victory RD 401(k) Plan | Ark National Holdings LLC (d/b/a Ark Behavioral) | MA | 579 | $9.7M | $64K |
| DSR Auto Management 401(k) Plan | DSR Auto Management LLC | ME | 538 | $13.2M | $12K |
| Partners in Health 401(k) Plan | Partners in Health, a Nonprofit Corporation | MA | 512 | $24.1M | $6,955 |
| Landmark School 401(k) Plan | Landmark School, Inc. | MA | 507 | $52.5M | $22K |
| Continental Broadband, LLC Retirement Plan | Continental Broadband, LLC | PA | 499 | $45.9M | $44K |
| Caffe Nero Americas 401(k) Plan | Caffe Nero Americas Inc. | MA | 441 | $3.2M | $41K |
| Hopper 401(k) Plan | Hopper (USA), Inc. | MA | 425 | $17.6M | $4,575 |
| Advocates for Human Potential, Inc. 401(k) Profit Sharing Plan | Advocates for Human Potential, Inc. | MA | 387 | $20.5M | $3,375 |
| Nfi 401(k) Plan | Newbury Franklin Industrials LLC | NY | 378 | $8.2M | $6,210 |
| Gosnold, Inc. Retirement Savings Plan | Gosnold, Inc. | MA | 353 | $8.3M | $13K |
| Prototek Group 401(k) Plan | Prototek Holdings, LLC | NH | 320 | $8.5M | $13K |
| Tripleseat Software LLC 401(k) Profit Sharing Plan | Tripleseat Software LLC | MA | 317 | $13.6M | $27K |
| Acadia HR MEP Plan | Hudson Valley Staff, Ltd. DBA Acadia HR | NY | 302 | $8.4M | $35K |
| Mack Property Management, LP 401(k) Plan | Mack Property Management, LP | AZ | 290 | $7.4M | $15K |
| Reveneer, Inc. 401(k) Plan | Reveneer, Inc. | MA | 284 | $3.9M | $26K |
| Sampco Inc. 401(k) Profit Sharing Plan | Sampco Inc. | MA | 276 | $8.4M | $1,650 |
| MPPR Associates LLC 401(k) Plan | MPPR Associates LLC a California LLC | CA | 276 | $16.1M | $3,000 |
| Medvantx 401(k) Retirement Plan | Medvantx, Inc. | CA | 263 | $8.0M | $1,139 |
| Columbia Construction Company 401(k) Plan | Columbia Construction Company | MA | 245 | $53.0M | $1,500 |
| Well. 401(k) Plan | Well Dot Inc. | NC | 244 | $8.4M | $16K |
| Amcs Group, Inc. 401(k) Profit Sharing Plan | Amcs Group, Inc. | MA | 227 | $20.8M | $24K |
| Middleton Family Medicine Urgent Care, LLC 401(k) Plan | Middleton Family Medicine Urgent Care, LLC | MA | 218 | $9.9M | $4,446 |
| MCR Donuts, Inc. 401(k) Profit Sharing Plan | MCR Donuts, Inc. | CT | 185 | $6.3M | $1,530 |
| Scholfield 401(k) Retirement Plan | Scholfield, Inc. | KS | 183 | $9.3M | $27K |
| Pioneer Spine and Sports Physicians P.C. 401(k) Plan and Trust | Pioneer Spine and Sports Physicians P.C. | MA | 143 | $19.7M | $21K |
| Clutch Co. LLC DBA Clutch 401(k) Plan | Clutch Co. LLC DBA Clutch | DC | 137 | $8.9M | $1,125 |
Questions and answers
How many plans does Compass 360, LLC serve?
43 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Compass 360, LLC?
The median plan reported $29.72 per participant in direct and indirect compensation (43 plans reporting an amount), or 0.08% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Recordkeeping and information management (22 plans), Participant loan processing (17 plans), Contract Administrator (11 plans) and Plan Administrator (6 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.