Assets by plan
Share of aggregate retirement assets
- COMPAX 401(K) (#001)$5.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $5.8M assets / 129 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $882K premiums / 174 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - MOTIVHEALTH
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COMPAX 401(K) PLAN | 401(k) | $5.7M | 76 | 2025 |
| #002 | COMPAX 401(K) PROFIT SHARING PLAN | 401(k) | $152K | 53 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | COMPAX | Fully insured | MOTIVHEALTH | $882K | 174 | 2025 |