How big is Compass, Inc.'s plan?

Compass, Inc.'s plan reported $914K in assets and 3 participants for 2024.

Original filing (PDF)20250926105532NAL0021481794001

Compass, Inc.

Name: Compass, Inc. — Tax Deferred Annuity Plan of, Form 5500 (2024)
Creator: Compass, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Deferred Annuity Plan of Compass, Inc.

401(k) retirement plan · Compass, Inc.'s Tax Deferred Annuity Plan of Compass, Inc. held $914K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$914K

Net assets (EOY)

$914K

People on this filing

JOAN Whitney signed Compass, Inc.'s 2024 Form 5500 as plan administrator.

JOAN Whitney — 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, Inc.'s EIN is 52-2112412.

EIN 52-2112412

Plan number 002

Plan year 2024

ACK ID 20250926105532NAL0021481794001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass, Inc.'s plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPASS, INC..

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

COMPASS, INC.

EIN

all filings

Address

12400 KILN CT STE A · BELTSVILLE, MD · 207051317

Phone

(301) 625-2406

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

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 providers

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