Original filing (PDF)20250530073713NAL0020708658001

COMPASS RETIREMENT PLAN SPECIALISTS, LLC

Name: COMPASS RETIREMENT PLAN SPECIALISTS, LLC — DAVID KITCOFF LLC RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: COMPASS RETIREMENT PLAN SPECIALISTS, LLC

Form 5500-SF

FILING_RECEIVED

DAVID KITCOFF LLC RETIREMENT PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

COMPASS RETIREMENT PLAN SPECIALISTS, LLC

EIN

20-5192368

Address

PO BOX 160638 · MIAMI, FL · 331160638

Phone

(305) 254-5465

Industry

Professional & Technical Servicessee all

Plan administrator