Back to filter
Original filing (PDF)20250730132345NAL0002395555001
COMPASS AG SOLUTIONS LLC
Form 5500-SF
FILING_RECEIVED
COMPASS AG 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
13
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPASS AG SOLUTIONS LLC.
Plan sponsor
Name
COMPASS AG SOLUTIONS LLC
EIN
45-5363630
Address
123 NORTH COLLEGE AVENUE · SUITE 350 · FORT COLLINS, CO · 80524
Phone
(970) 372-0482
Industry
Finance & Insurancesee 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
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
EISMAN-GLEIT FOUR STAR BROKERAGE, LLC
EISMAN-GLEIT FOUR STAR BROKERAGE, LLC 401(K) PROFIT SHARING PLAN
$1000K · 1 participants
FUTURES AND OPTIONS INC.
403(B)THRIFT PLAN OF FUTURES AND OPTIONS INC.
$989K · 32 participants
MIDWEST AG ADVISORS
MIDWEST AG ADVISORS 401(K) P/S PLAN
$987K · 17 participants
LIGHTHOUSE COMMODITIES, LLC
LIGHTHOUSE COMMODITIES, LLC 401(K) PLAN
$965K · 13 participants
U.S. FLOUR CORP.
U.S. FLOUR CORP. RETIREMENT PLAN TRUST
$963K · 13 participants
TAPIA QUALITY PRODUCTS LLC
TAPIA QUALITY PRODUCTS LLC 401(K) PROFIT SHARING PLAN & TRUST
$962K · 4 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B