How big is Compliance Training Partners' plan?

Compliance Training Partners' plan reported $5.3M in assets and 11 participants for 2024.

Original filing (PDF)20250731145055NAL0003164979001

Compliance Training Partners

Name: Compliance Training Partners — Compliance Training, Form 5500 (2024)
Creator: Compliance Training Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compliance Training Partners Cash Balance Plan and Trust

Defined-benefit pension plan · Compliance Training Partners' Compliance Training Partners Cash Balance Plan and Trust held $5.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Compliance Training Partners' EIN is 20-3142514.

EIN 20-3142514

Plan number 002

Plan year 2024

ACK ID 20250731145055NAL0003164979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Compliance Training Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Compliance Training Partners' plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score