How big is The Compliance Group, Inc.'s plan?

The Compliance Group, Inc.'s plan reported $330K in assets and 1 participants for 2024.

Original filing (PDF)20250928163129NAL0025179810001

The Compliance Group, Inc.

Name: The Compliance Group, Inc. — The Compliance Group, Form 5500 (2024)
Creator: The Compliance Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Compliance Group, Inc. 401(k) & Profit Sharing Plan

401(k) retirement plan · The Compliance Group, Inc.'s The Compliance Group, Inc. 401(k) & Profit Sharing Plan held $330K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

Plan identifiers

The Compliance Group, Inc.'s EIN is 47-0900334.

EIN 47-0900334

Plan number 001

Plan year 2024

ACK ID 20250928163129NAL0025179810001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Compliance Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Compliance Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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 (100th percentile).

Plan sponsor

Name

THE COMPLIANCE GROUP, INC.

EIN

all filings

Address

640 KACHINA DRIVE · SEDONA, AZ · 86336

Phone

(760) 571-5410

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator