How big is Compass Wines and Spirits, LLC's plan?

Compass Wines and Spirits, LLC's plan reported $555K in assets and 12 participants for 2024.

Original filing (PDF)20251013114424NAL0000558179001

Compass Wines and Spirits, LLC

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

Form 5500-SF

FILING_RECEIVED

Compass Wines and Spirits, LLC 401(k) Plan

401(k) retirement plan · Compass Wines and Spirits, LLC's Compass Wines and Spirits, LLC 401(k) Plan held $555K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$555K

Net assets (EOY)

$555K

People on this filing

Leo J Wayman signed Compass Wines and Spirits, LLC's 2024 Form 5500 as plan administrator.

Leo J Wayman — 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 Wines and Spirits, LLC's EIN is 27-5211802.

EIN 27-5211802

Plan number 001

Plan year 2024

ACK ID 20251013114424NAL0000558179001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Wines and Spirits, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPASS WINES AND SPIRITS, 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