How big is The Compass Agency, LLC's plan?

The Compass Agency, LLC's plan reported $233K in assets and 9 participants for 2024.

Original filing (PDF)20251010141324NAL0008292449001

The Compass Agency, LLC

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

Form 5500-SF

FILING_RECEIVED

The Compass Agency, LLC 401(k) Plan

401(k) retirement plan · The Compass Agency, LLC's The Compass Agency, LLC 401(k) Plan held $233K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

Plan identifiers

The Compass Agency, LLC's EIN is 38-3727814.

EIN 38-3727814

Plan number 001

Plan year 2024

ACK ID 20251010141324NAL0008292449001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Compass Agency, 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 THE COMPASS AGENCY, 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

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 (92nd percentile).

Plan sponsor

Name

THE COMPASS AGENCY, LLC

EIN

all filings

Address

638 CONCORD PKWY N · CONCORD, NC · 28027

Phone

(704) 847-4222

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator