Department of Labor filing

COMPASS SURGICAL PARTNERS

COMPASS SURGICAL PARTNERS 401(K) P/S PLAN · For the plan year ended Dec 31, 2025

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Latest public filing 2025 · received Jul 17, 2026

At a glance

The details employees usually care about

Bottom line: The employer contribution is documented. Vesting is not confirmed yet. The latest filing also shows more employer money than most similar plans.

68Plan health
from public filings
See what drives the plan health score
Employer contributions versus peers82/10030% of the full model
Lower reported administrative cost35/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

Employer matchSee verified formula

a liquidating distribution of residual profits.

Value at $100,000 of paySee formula

There is not enough detail for a reliable example.

Employer money vs. similar plans82th percentile

Up 0.0% over the filing history shown.

Still checking: vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability

These details may be in documents available only to employees. We leave them blank until we find a dated source.

What to check first: the match, vesting, waiting period and fees. Use the filing history to see how the plan has changed over time.

One limitation: public filings do not show your personal investment returns. A blank means we could not verify the answer; it does not count against the plan. We still need a current plan document for today’s benefit rules.

Filing comparison · 202568out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions82nd percentileTypical peer $1,906 · based on 56,903 comparable plans
Lower reported administrative expense35th percentileTypical peer $71 · based on 50,652 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 SURGICAL PARTNERS reported $322,806 in employer contributions across this plan, or $5,978 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating54

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 comparison68/100

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
$322,806
$5,978 per active participant
Participant contributions
$594,457
Other contributions
$158,807
Amounts not classified as employer or participant contributions
Employer share of contributions
30.0%
Active participants
54
Small plan
Total participants
77
71 at the beginning of the year
Ending assets
$3,425,740
$44,490 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$2,602,561
Ending net assets
$3,425,740
Beginning liabilities
$0
Ending liabilities
$0
Total income
$1,602,226
Total expenses
$779,047
Administrative expenses
$17,552
$228 per active participant
Participant loans
Not reported
Not reported 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
$5,978
Administrative cost per participant
2025
$228
Active participants
2025
54
Total plan assets
2025
$3,425,740
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$5,978543.4M

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
Not reported
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
453047085-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Oct 1, 2016
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E3D2G2J2K2F2T3F

Company filings

Retirement-plan details in SEC filings

These are relevant passages from company filings. Open the filing for context; a passage only becomes a current plan term after we check its wording and date.

10-K · report period Dec 31, 2025Compass, Inc. — 10-K filed 2026-02-27
Primary source · awaiting review
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

10-K · report period Dec 31, 2025ENTERPRISE PRODUCTS PARTNERS L.P. — 10-K filed 2026-02-27
Primary source · awaiting review
Employer contributions

a liquidating distribution of residual profits. EPCO expects to continue its policy of paying for limited perquisites attributable to our named executive officers. EPCO also makes matching contributions under its defined contribution plans for the benefit of our named executive officers in the same manner as it does for other EPCO employees. EPCO does not offer our named executive officers a defined benefit pension plan. Also, none of our named executive officers had nonqualified deferred compensation during the three years ended December 31, 2025 . Effective as of April 21, 2025, Mr. Hanley entered into a retention agreement with EPCO (the “Retention Agreement”). Pursuant to the Retention Agreement, Mr. Hanley will be entitled to a cash retention payment of $1,000,000, less any applicable

Vesting

sing price of Partnership common units on December 31, 2025 (the last trading day of 2025) of $32.06 per unit. (3) Of the 2,289,425 phantom unit awards presented in the table, the vesting schedule is as follows: 877,075 in 2026; 669,575 in 2027; 438,325 in 2028, 204,450 in 2029, and 100,000 in 2030. Phantom unit awards For a description of phantom unit awards, see “ Grants of Equity-Based Awards in Fiscal Year 2025” within this Item 11. Potential Payments Upon Termination or Change-in-Control None of the named executive officers have any employment agreements that call for the payment of termination or severance benefits or provide for any payments in the event of a change in control of Enterprise GP. EPCO has entered into a Retention Agreement with Mr. Hanley, which is described under “Co

Fees

expenses attributable to the ASA with EPCO for the years indicated: For the Year Ended December 31, 2025 2024 2023 Operating costs and expenses $ 1,443 $ 1,294 $ 1,189 General and administrative expenses 134 152 141 Total costs and expenses $ 1,577 $ 1,446 $ 1,330 Since the vast majority of such expenses are charged to us on an actual basis (i.e., no mark-up is charged or subsidy is received), we believe that such expenses are representative of what the amounts would have been on a standalone basis. With respect to allocated costs, we believe that the proportional direct allocation method employed by EPCO is reasonable and reflective of the estimated level of costs we would have incurred on a standalone basis. F-60 Table of Contents ENTERPRISE PRODUCTS PARTNERS L.P. NOTES TO CONSOLIDATED F

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_ID20260717155618NAL0004495555001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗