How big is Compass Mortgage LLC's plan?

Compass Mortgage LLC's plan reported $665K in assets and 15 participants for 2022.

Original filing (PDF)20230501102620NAL0017320529001

Compass Mortgage LLC

Name: Compass Mortgage LLC — Compass Mortgage LLC 401(k), Form 5500 (2022)
Creator: Compass Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Mortgage LLC 401(k) P/S Plan

401(k) retirement plan · Compass Mortgage LLC's Compass Mortgage LLC 401(k) P/S Plan held $665K in plan assets for 15 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$665K

Net assets (EOY)

$665K

People on this filing

Scott Bowne signed Compass Mortgage LLC's 2022 Form 5500 as plan administrator.

Scott Bowne — 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 Mortgage LLC's EIN is 20-2828533.

EIN 20-2828533

Plan number 001

Plan year 2022

ACK ID 20230501102620NAL0017320529001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Compass Mortgage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

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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