How big is Compass ION Advisors, LLC's plan?

Compass ION Advisors, LLC's plan reported $3.3M in assets and 19 participants for 2024.

Original filing (PDF)20250624100456NAL0007138529001

Compass ION Advisors, LLC

Name: Compass ION Advisors, LLC — Compass ION Advisors, Form 5500 (2024)
Creator: Compass ION Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass ION Advisors, LLC 401(k) Retirement Plan

401(k) retirement plan · Compass ION Advisors, LLC's Compass ION Advisors, LLC 401(k) Retirement Plan held $3.3M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Michele Levitan for TRPC signed Compass ION Advisors, LLC's 2024 Form 5500 as plan administrator.

Michele Levitan for TRPC — 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 ION Advisors, LLC's EIN is 26-3205926.

EIN 26-3205926

Plan number 001

Plan year 2024

ACK ID 20250624100456NAL0007138529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Compass ION Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Compass ION Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ION ADVISORS, 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