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Original filing (PDF)20250416153737NAL0010029330001
COMPASS CLINICAL ASSOCIATES, PLLC
Form 5500-SF
FILING_RECEIVED
THE ARCHITECT 401(K) PLAN- COMPASS CLINICAL ASSOCIATES, PLLC
401(k) retirement plan
Active participants
37
Accounts w/ balance
17
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
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 CLINICAL ASSOCIATES, PLLC.
Plan sponsor
Name
COMPASS CLINICAL ASSOCIATES, PLLC
EIN
45-5541865
Address
2500 82ND PLACE · URBANDALE, IA · 50322
Phone
(515) 270-1344
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
THE FINWAY GROUP, LLC
EIN
42-1468222
City
W. DES MOINES, IA
Phone
(515) 226-0974
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-16
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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
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