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Sponsor portfolioTH

COMPENSIA, INC.

EIN 20-1304090-management consulting-Latest filing 2025
Plans
2
Retirement
2
$68.0M assets
Welfare
0
Participants
179
548 MARKET STREET, PMB # 55353 - SAN FRANCISCO, CA 94104408-907-4136compensia.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#002ESOP-$47.3M - 77 part#001401k-$20.7M - 102 part

Retirement portfolio analytics

2 plans aggregated / $68.0M assets / 179 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • EMPLOYEE STOCK OWNERSHIP (#002)70%
  • PROFIT SHARING PLAN (#001)30%
Total $68.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)102
  • EMPLOYEE STOCK OWNERSHIP (#002)77
Total 179Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COMPENSIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$47.3M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

COMPENSIA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$20.7M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COMPENSIA, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$47.3M772024
001COMPENSIA, INC. 401(K) PROFIT SHARING PLAN401k$20.7M1022025
Retirement plans
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