How big is Compass' plan?

Compass' plan reported $956K in assets and 4 participants for 2025.

Original filing (PDF)20260428093528NAL0020579810001

Compass

Name: Compass — Compass 401(k) Plan, Form 5500 (2025)
Creator: Compass
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass 401(k) Plan

401(k) retirement plan · Compass' Compass 401(k) Plan held $956K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$956K

Net assets (EOY)

$956K

People on this filing

Carol McClatchie signed Compass' 2025 Form 5500 as plan administrator.

Carol McClatchie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Compass' EIN is 06-1278869.

EIN 06-1278869

Plan number 001

Plan year 2025

ACK ID 20260428093528NAL0020579810001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Compass from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Compass' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPASS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

COMPASS

EIN

all filings

Address

33 MILLER STREET · FAIRFIELD, CT · 06824

Phone

(203) 454-5970

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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