How big is Compass Tax Group LLC.'s plan?

Compass Tax Group LLC.'s plan reported $305 in assets for 2024.

Original filing (PDF)20250808073054NAL0006085040001

Compass Tax Group LLC.

Name: Compass Tax Group LLC. — Compass Tax Group 401(k), Form 5500 (2024)
Creator: Compass Tax Group LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Tax Group 401(k)

401(k) retirement plan · Compass Tax Group LLC.'s Compass Tax Group 401(k) reported $305 in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305

Net assets (EOY)

$305

People on this filing

Shirley Horner signed Compass Tax Group LLC.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Tax Group LLC.'s EIN is 47-1580070.

EIN 47-1580070

Plan number 001

Plan year 2024

ACK ID 20250808073054NAL0006085040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Compass Tax Group LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Tax Group LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score