Compass 401(k) plan

Compass, Inc., New York, NY. EIN 30-0751604. Annual reports 2016–2024. Also filed as Urban Compass, Inc. (Compass).

Compass, Inc. has one active retirement plan on file, the Compass 401(k) Plan, with 4,343 participants and $172 million in assets in 2024. Fidelity has been its recordkeeper since 2021. No traditional pension plan appears in Compass's filings since 2016.

Active plans: 1
Participants: 4,343
Plan assets: $172 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Real estate

The plan

Compass 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 30-0751604
Participants (2024): 4,343
Net assets (2024): $172 million
Recordkeeper: FidelityEarlier: Betterment for Business (2016–2020)
Plan administrator: Compass, Inc.
110 Fifth Ave, 5TH Floor
New York, NY 10011
(212) 913-9064As filed for 2024
In effect since: January 1, 2016

Earlier sponsor: Urban Compass, Inc. (Compass) (2016–2020).

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,343	$172 million	Fidelity
2023	4,402	$137 million	Fidelity
2022	4,792	$112 million	Fidelity
2021	5,208	$100 million	Fidelity
2020	2,583	$54.1 million	Betterment for Business
2019	2,828	$36.1 million	Betterment for Business
2018	1,628	$12.5 million	Betterment for Business
2017	656	$5.5 million	Betterment for Business
2016	376	$2.3 million	Betterment for Business

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Compass 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((212) 913-9064). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Compass 401(k) Plan

If you had money in one of these plans

What these numbers are

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