Compass Senior Living, Llc 401(k) Plan: Login, Facts & Contact Information

Compass Senior Living, Llc 401(k) Plan Facts

Plan name
COMPASS SENIOR LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COMPASS SENIOR LIVING LLC
Participants
2,070 (1,561 active employees)
Former employees with a balance
610
Plan assets
$6,360,291 at Dec 31, 2024
Average account balance
$4,957 across 1,283 accounts
Employer contributions
$390,242 in plan year 2024 (22% of all contributions)
Recordkeeper
Paychex, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2018
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.80 million went into the plan in contributions, $390,242 of it from the employer (22%).
  • $878,587 was paid out to participants.
  • Investment and other income added $706,259.
  • Administrative expenses were $45,943, about $36 per account.

How the Compass Senior Living, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019492$1.65 million$246,653$77,566
2020869$3.01 million$304,811$158,405
20211,195$3.34 million$284,656$1.11 million
20221,226$3.18 million$321,336$797,817
20231,714$4.78 million$345,478$424,067
20242,070$6.36 million$390,242$878,587

Compass Senior Living, Llc 401(k) Contact Information

Phone
765-438-7056
Mailing address
2300 OAKMONT WAY STE 201, EUGENE OR 974015530
Plan sponsor
COMPASS SENIOR LIVING LLC
Plan administrator
ERISA FIDUCIARY SERVICES, INC.
Employer identification number (EIN)
46-3523493
Plan number
001

Questions about the Compass Senior Living, Llc 401(k)

Does Compass Senior Living, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $390,242, 22% of all contributions.

Does the Compass Senior Living, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Compass Senior Living, Llc 401(k) plan?

2,070 participants at the start of plan year 2024, 1,561 of them active employees, and 610 former employees who still had money in the plan.

What is the average 401(k) balance at Compass Senior Living, Llc?

About $4,957 per account: $6.36 million in plan assets across 1,283 accounts with a balance at the end of plan year 2024.

Who manages the Compass Senior Living, Llc 401(k) accounts?

Paychex (listed on the filing as PAYCHEX, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Compass Senior Living, Llc. How do I access my 401(k)?

Your account stays with Paychex after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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