How big is Compass Point Consulting, LLC's plan?

Compass Point Consulting, LLC's plan reported $392K in assets and 8 participants for 2024.

Original filing (PDF)20251015081541NAL0005499120001

Compass Point Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Compass Point Consulting, LLC 401(k) Plan

401(k) retirement plan · Compass Point Consulting, LLC's Compass Point Consulting, LLC 401(k) Plan held $392K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$391K

People on this filing

Thomas Garrity signed Compass Point Consulting, LLC's 2024 Form 5500 as plan administrator.

Thomas Garrity — 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 Point Consulting, LLC's EIN is 45-4412682.

EIN 45-4412682

Plan number 001

Plan year 2024

ACK ID 20251015081541NAL0005499120001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Point Consulting, 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 POINT CONSULTING, 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