Department of Labor filing

COMPASS MANAGEMENT PARTNERS, INC.

COMPASS MANAGEMENT PARTNERS, INC. 401(K) PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Apr 13, 2026Verified current terms Not available

Plan summary

The numbers that matter first

On the filing measures we can compare, this plan stands above many similar plans for employer contributions and/or lower administrative costs.

91filing comparison
out of 100
01 · Employer matchNot publicly available

A current plan document is needed to verify the formula.

02 · Maximum employer contributionNot yet verified

$12,137 was reported per active participant, but this is not a match limit.

03 · VestingNot yet verified

A dated plan document is needed.

04 · Fees and expenses$9

Plan-paid administrative cost per participant; fund and employee fees may be separate.

05 · Investment choicesNot yet verified

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodNot yet verified

A current plan document is needed.

07 · Automatic enrollmentNot yet verified

The selected official filing does not establish a current default rate.

08 · Roth 401(k)Not yet verified

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peers92th percentile

Up 0.0% over the filing history shown.

10 · Plan healthComparable filing data

Participation up 0.0% · assets up 0.0% · loans 0.1% of assets

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202591out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions92nd percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expense89th percentileTypical peer $102 · based on 77,997 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, COMPASS MANAGEMENT PARTNERS, INC. reported $121,373 in employer contributions across this plan, or $12,137 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating10

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison91/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$121,373
$12,137 per active participant
Participant contributions
$130,623
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
48.2%
Active participants
10
Small plan
Total participants
16
17 at the beginning of the year
Ending assets
$2,157,140
$134,821 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$1,665,117
Ending net assets
$2,157,140
Beginning liabilities
$0
Ending liabilities
$0
Total income
$510,389
Total expenses
$18,366
Administrative expenses
$150
$9 per active participant
Participant loans
$1,785
0.1% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$12,137
Administrative cost per participant
2025
$9
Active participants
2025
10
Total plan assets
2025
$2,157,140
Participant loans as a share of assets
2025
0.1%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$12,137102.2M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
0.1%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
831159239-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Sep 1, 2018
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Dec 31, 2025Compass, Inc. — 10-K filed 2026-02-27
Official filing · details not yet checked
What it says about fees

139.7 million, $ 131.4 million and $ 138.5 million, respectively, in Sales and marketing expenses and $ 3.5 million, $ 3.8 million and $ 7.3 million, respectively, in General and administrative expenses in the consolidated statements of operations. 92 Table of Contents Compass, Inc. Notes to Consolidated Financial Statements Supplemental cash flow information related to leases was as follows (in millions): Year Ended December 31, 2025 2024 2023 Cash paid for amounts included in the measurement of operating lease liabilities: Operating cash flows used in operating leases $ 128.5 $ 127.3 $ 126.9 Supplemental disclosure of non-cash leasing activities: ROU assets obtained in exchange for new operating lease liabilities $ 80.9 $ 68.2 $ 25.3 The following table represents the weighted-average r

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260413100408NAL0029773266001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗