Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Compensia, Inc.
EIN 20-1304090management consultingLatest filing 2025
Plans
2
Retirement
2
$74.3M assets
Health & Benefits
0
Participants
179
548 MARKET STREET, PMB # 55353 - SAN FRANCISCO, CA 94104408-907-4136compensia.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $74.3M assets / 179 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
COMPENSIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$53.6M
Participants77
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
COMPENSIA, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$20.7M
Participants102
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | COMPENSIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $53.6M | 77 | 2025 |
| #001 | COMPENSIA, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $20.7M | 102 | 2025 |
- #002 · ESOP · 202577
- #001 · 401(k) · 2025102
Retirement plans