Original filing (PDF)20240809144044NAL0006393521001

COMPASS POINT RESOURCES, LLC

Name: COMPASS POINT RESOURCES, LLC — COMPASS POINT RESOURCES LLC, Form 5500 (2023)
Creator: COMPASS POINT RESOURCES, LLC

Form 5500-SF

FILING_RECEIVED

COMPASS POINT RESOURCES LLC

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$294K

Net assets (EOY)

$294K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPASS POINT RESOURCES, LLC.

Plan sponsor

Name

COMPASS POINT RESOURCES, LLC

EIN

20-8384048

Address

7181 CHAGRIN RD. #260 · CHAGRIN FALLS, OH · 44023

Phone

(216) 990-2625

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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