How big is Compass Rose Benefits Group's plan?

Compass Rose Benefits Group's plan reported $7.1M in assets and 31 participants for 2025.

Original filing (PDF)20260519094147NAL0001440722001

Compass Rose Benefits Group

Name: Compass Rose Benefits Group — Compass Rose Benefits, Form 5500 (2025)
Creator: Compass Rose Benefits Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Rose Benefits Group 401(k) Plan

401(k) retirement plan · Compass Rose Benefits Group's Compass Rose Benefits Group 401(k) Plan held $7.1M in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Kevin Lanning signed Compass Rose Benefits Group's 2025 Form 5500 as plan administrator.

Kevin Lanning — 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 Rose Benefits Group's EIN is 52-6048633.

EIN 52-6048633

Plan number 001

Plan year 2025

ACK ID 20260519094147NAL0001440722001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Compass Rose Benefits Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Compass Rose Benefits Group'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 ROSE BENEFITS GROUP.

Finding similar companies…

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