How big is Compass Rose Foundation Inc.'s plan?

Compass Rose Foundation Inc.'s plan reported $2.0M in assets and 85 participants for 2024.

Original filing (PDF)20250407083042NAL0025076784001

Compass Rose Foundation Inc.

Name: Compass Rose Foundation Inc. — Compass Rose, Form 5500 (2024)
Creator: Compass Rose Foundation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Rose Foundation Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Compass Rose Foundation Inc.'s Compass Rose Foundation Inc. 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 85 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Tracy Jones signed Compass Rose Foundation Inc.'s 2024 Form 5500 as plan administrator.

Tracy Jones — 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 Foundation Inc.'s EIN is 59-0972013.

EIN 59-0972013

Plan number 002

Plan year 2024

ACK ID 20250407083042NAL0025076784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Rose Foundation Inc.'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 FOUNDATION INC.

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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

Knocking points off