Original filing (PDF)20230501102620NAL0017320529001

COMPASS MORTGAGE LLC

Name: COMPASS MORTGAGE LLC — COMPASS MORTGAGE LLC 401(K) P/S PLAN, Form 5500 (2022)
Creator: COMPASS MORTGAGE LLC

Form 5500-SF

FILING_RECEIVED

COMPASS MORTGAGE LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$665K

Net assets (EOY)

$665K

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.

Decision-maker contacts

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

Plan sponsor

Name

COMPASS MORTGAGE LLC

EIN

20-2828533

Address

705 E ORANGE ST · LAKELAND, FL · 33801

Phone

(863) 802-1242

Industry

Finance & Insurancesee all

Plan administrator

Name

COMPASS MORTGAGE LLC

EIN

20-2828533

City

LAKELAND, FL

Phone

(863) 802-1242

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-01

Pension benefit codes

2G · Total participant-directed accounts

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

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BREAKWATER MANAGEMENT LP

BREAKWATER MANAGEMENT 401(K) PLAN

$666K · 6 participants

ALITER INVESTMENT SERVICES, LLC

ALITER INVESTMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$666K · 23 participants

MIRAMAR CAPITAL, LLC

MIRAMAR CAPITAL, LLC 401(K) AND PROFIT SHARING PLAN

$666K · 6 participants

DINUZZO PRIVATE WEALTH, INC.

DINUZZO PRIVATE WEALTH CASH BALANCE PLAN

$666K · 18 participants

EISNOR FINANCIAL GROUP, LLC

EISNOR FINANCIAL GROUP 401(K) PLAN