Back to filter
Original filing (PDF)20250203085934NAL0012802770001
COMPASS SYSTEMS & SALES, LLC
Form 5500-SF
FILING_RECEIVED
COMPASS SYSTEMS & SALES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
103
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
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 SYSTEMS & SALES, LLC.
Plan sponsor
Name
COMPASS SYSTEMS & SALES, LLC
EIN
47-1117594
Address
5185 NEW HAVEN CIRCLE NW · BARBERTON, OH · 44203
Phone
(330) 733-2111
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-02-03
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
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 All Other Professional Services plans
EXHIBITS SOUTH CORPRATION
EXHIBITS SOUTH EMPLOYEE SAVING AND PROFIT SHARING PLAN
$5.7M · 34 participants
SPARQ HOLDINGS, INC.
AMPLIFY CONSULTING PARTNERS, INC. 401(K) PLAN
$5.7M · 103 participants
MSW.ARS RESEARCH, LLC
MSW.ARS RESEARCH, LLC 401(K) PLAN
$5.7M · 26 participants
PREMIUM GUARD, INC.
PREMIUM GUARD 401(K) SAVINGS PLAN
$5.7M · 335 participants
OKLO INC.
OKLO 401(K) PLAN
$5.7M · 99 participants
LIEBER HAMMER, P.C.
LIEBER HAMMER, P.C. PROFIT SHARING PLAN
$5.7M · 9 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants