How big is Compass Partners Advisors, LLP's plan?

Compass Partners Advisors, LLP's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20250826141339NAL0008574225001

Compass Partners Advisors, LLP

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

Form 5500-SF

FILING_RECEIVED

Compass Partners Advisors LLP 401(k) Retirement Savings Plan

401(k) retirement plan · Compass Partners Advisors, LLP's Compass Partners Advisors LLP 401(k) Retirement Savings Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Torey Saager signed Compass Partners Advisors, LLP's 2024 Form 5500 as plan administrator.

Torey Saager — 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 Partners Advisors, LLP's EIN is 27-0213108.

EIN 27-0213108

Plan number 001

Plan year 2024

ACK ID 20250826141339NAL0008574225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Partners Advisors, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PARTNERS ADVISORS, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

COMPASS PARTNERS ADVISORS, LLP

EIN

all filings

Address

2200 ATLANTIC STREET · SUITE 520 · STAMFORD, CT · 06902

Phone

(212) 702-8663

Industry

Finance & Insurance

Plan administrator