How big is Compass Management Consultants LLC's plan?

Compass Management Consultants LLC's plan reported $23K in assets and 3 participants for 2025.

Original filing (PDF)20260429172610NAL0006021475001

Compass Management Consultants LLC

Name: Compass Management Consultants LLC — Compass Managem, Form 5500 (2025)
Creator: Compass Management Consultants LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Management Consultants LLC 401(k) Plan

401(k) retirement plan · Compass Management Consultants LLC's Compass Management Consultants LLC 401(k) Plan held $23K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Trent Lee signed Compass Management Consultants LLC's 2025 Form 5500 as plan administrator.

Trent Lee — 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 Management Consultants LLC's EIN is 46-4357997.

EIN 46-4357997

Plan number 001

Plan year 2025

ACK ID 20260429172610NAL0006021475001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Compass Management Consultants LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Compass Management Consultants 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 MANAGEMENT CONSULTANTS LLC.

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Plan health score

Above-average plan

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

Knocking points off