How big is Compass Capital Management, LLC's plan?

Compass Capital Management, LLC's plan reported $422K in assets and 5 participants for 2024.

Original filing (PDF)20250606112701NAL0012335873001

Compass Capital Management, LLC

Name: Compass Capital Management, LLC — CCM 401(k) Plan &, Form 5500 (2024)
Creator: Compass Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CCM 401(k) Plan & Profit Sharing

401(k) retirement plan · Compass Capital Management, LLC's CCM 401(k) Plan & Profit Sharing held $422K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

People on this filing

Jimmy Williams signed Compass Capital Management, LLC's 2024 Form 5500 as plan administrator.

Jimmy Williams — 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 Capital Management, LLC's EIN is 26-4373818.

EIN 26-4373818

Plan number 001

Plan year 2024

ACK ID 20250606112701NAL0012335873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CAPITAL MANAGEMENT, 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