Original filing (PDF)20250404095249NAL0007296899001

COMPASS POINTE CONSULTING LLC

Name: COMPASS POINTE CONSULTING LLC — COMPASS POINTE CONSULTING LLC 401K PLAN, Form 5500 (2024)
Creator: COMPASS POINTE CONSULTING LLC

Form 5500-SF

FILING_RECEIVED

COMPASS POINTE CONSULTING LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPASS POINTE CONSULTING LLC.

Plan sponsor

Name

COMPASS POINTE CONSULTING LLC

EIN

35-2493501

Address

384 MATTAPANY CT · ARNOLD, MD · 21012

Phone

(443) 623-6645

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

BROOKDALE II

BROOKDALE II 401(K) PLAN

$423K · 5 participants

KOLBY LLC DBA KBEX GLOBAL

KOLBY LLC DBA KBEX GLOBAL 401K PLAN

$119K · 6 participants

ASPEN CAREERS, LLC

ASPEN CAREERS, LLC 401K PLAN

$264 · 5 participants

PRIME HOLDINGS, INC.

PRIME HOLDINGS 401(K) PLAN

SCHWARTZ HOME CARE, INC.

SCHWARTZ HOME CARE, INC. DEFINED BENEFIT PLAN