How big is Compass Pointe Consulting LLC's plan?

Compass Pointe Consulting LLC's plan reported $1.2M in assets and 31 participants for 2025.

Original filing (PDF)20260419135039NAL0000409281001

Compass Pointe Consulting LLC

Name: Compass Pointe Consulting LLC — Compass Pointe, Form 5500 (2025)
Creator: Compass Pointe Consulting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Pointe Consulting LLC 401(k) Plan

401(k) retirement plan · Compass Pointe Consulting LLC's Compass Pointe Consulting LLC 401(k) Plan held $1.2M in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jamie Milton signed Compass Pointe Consulting LLC's 2025 Form 5500 as plan administrator.

Jamie Milton — 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 Pointe Consulting LLC's EIN is 35-2493501.

EIN 35-2493501

Plan number 001

Plan year 2025

ACK ID 20260419135039NAL0000409281001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Compass Pointe Consulting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Compass Pointe Consulting 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 POINTE CONSULTING LLC.

Finding similar companies…

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 (96th percentile).

Plan sponsor

Name

COMPASS POINTE CONSULTING LLC

EIN

all filings

Address

384 MATTAPANY CT · ARNOLD, MD · 21012

Phone

(443) 623-6645

Industry

Admin Support & Waste Mgmt

Plan administrator