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

Compass Investment Advisors, LLC's plan reported $606K in assets and 5 participants for 2024.

Original filing (PDF)20251007142009NAL0004709473001

Compass Investment Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Compass Investment Advisors, LLC 401(k) Plan

401(k) retirement plan · Compass Investment Advisors, LLC's Compass Investment Advisors, LLC 401(k) Plan held $606K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$606K

Net assets (EOY)

$606K

Plan identifiers

Compass Investment Advisors, LLC's EIN is 27-0832768.

EIN 27-0832768

Plan number 001

Plan year 2024

ACK ID 20251007142009NAL0004709473001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Investment Advisors, LLC'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 INVESTMENT 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

Knocking points off