Compass Family Enterprises, Inc. DBA Channel Islands Social Services
Form 5500-SF
FILING_RECEIVED
Channel Islands Social Services Retirement Plan
401(k) retirement plan · Compass Family Enterprises, Inc. DBA Channel Islands Social Services' Channel Islands Social Services Retirement Plan held $4.2M in plan assets for 196 participants in 2024.
Signals · 1
No auditor on file
Active participants
196
Accounts w/ balance
88
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score
Average plan with room to improve
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
70
Total plan cost
n/a
Plan health
19
Vendor & structure
100
Knocking points off
No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPASS FAMILY ENTERPRISES, INC. DBA CHANNEL ISLANDS SOCIAL SERVICES.
Plan sponsor
Name
COMPASS FAMILY ENTERPRISES, INC. DBA CHANNEL ISLANDS SOCIAL SERVICES
