How big is Compass Pointe CPAS, LLP's plan?

Compass Pointe CPAS, LLP's plan reported $3.8M in assets and 13 participants for 2024.

Original filing (PDF)20250728113835NAL0002845632001

Compass Pointe CPAS, LLP

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

Form 5500-SF

FILING_RECEIVED

Compass Pointe CPAS, LLP 401(k) Plan

401(k) retirement plan · Compass Pointe CPAS, LLP's Compass Pointe CPAS, LLP 401(k) Plan held $3.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Angela L COY, CPA signed Compass Pointe CPAS, LLP's 2024 Form 5500 as plan administrator.

Angela L COY, CPA — 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 CPAS, LLP's EIN is 37-1450744.

EIN 37-1450744

Plan number 001

Plan year 2024

ACK ID 20250728113835NAL0002845632001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Pointe CPAS, 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 POINTE CPAS, 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