How big is Compass Properties, LLC's plan?

Compass Properties, LLC's plan reported $4.8M in assets and 19 participants for 2024.

Original filing (PDF)20251002075845NAL0000180049001

Compass Properties, LLC

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

Form 5500-SF

FILING_RECEIVED

Compass Properties, LLC 401(k) Retirement Plan

401(k) retirement plan · Compass Properties, LLC's Compass Properties, LLC 401(k) Retirement Plan held $4.8M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Deborah MALM signed Compass Properties, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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 Properties, LLC's EIN is 39-1977290.

EIN 39-1977290

Plan number 002

Plan year 2024

ACK ID 20251002075845NAL0000180049001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Properties, 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 COMPASS PROPERTIES, 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 (97th percentile).

Plan sponsor

Name

COMPASS PROPERTIES, LLC

EIN

all filings

Address

4501 HIGHWAY 66 · STEVENS POINT, WI · 54482

Phone

(715) 342-5414

Industry

Finance & Insurance

Plan administrator