How big is Compass Planning Asscosiates, Inc.'s plan?

Compass Planning Asscosiates, Inc.'s plan reported $980K in assets and 6 participants for 2024.

Original filing (PDF)20250512110240NAL0011324467001

Compass Planning Asscosiates, Inc.

Name: Compass Planning Asscosiates, Inc. — Compass Plannin, Form 5500 (2024)
Creator: Compass Planning Asscosiates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Planning Assoc Inc. Retirement Trust

401(k) retirement plan · Compass Planning Asscosiates, Inc.'s Compass Planning Assoc Inc. Retirement Trust held $980K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$980K

Net assets (EOY)

$980K

People on this filing

Heather Dmochowski signed Compass Planning Asscosiates, Inc.'s 2024 Form 5500 as plan administrator.

Heather Dmochowski — 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 Planning Asscosiates, Inc.'s EIN is 20-2040144.

EIN 20-2040144

Plan number 001

Plan year 2024

ACK ID 20250512110240NAL0011324467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Compass Planning Asscosiates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Planning Asscosiates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

COMPASS PLANNING ASSCOSIATES, INC.

EIN

all filings

Address

P.O BOX 917 · WESTWOOD, MA · 02090

Phone

(617) 523-4666

Industry

Professional & Technical Services

Plan administrator