How big is Compass Management & Consulting, in's plan?

Compass Management & Consulting, in's plan reported $1.3M in assets and 23 participants for 2024.

Original filing (PDF)20250904103418NAL0016182673001

Compass Management & Consulting, in

Name: Compass Management & Consulting, in — Compass Manage, Form 5500 (2024)
Creator: Compass Management & Consulting, in
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Management 401(k) Plan

401(k) retirement plan · Compass Management & Consulting, in's Compass Management 401(k) Plan held $1.3M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Brian Hart signed Compass Management & Consulting, in's 2024 Form 5500 as plan administrator.

Brian Hart — 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 Management & Consulting, in's EIN is 59-3562049.

EIN 59-3562049

Plan number 001

Plan year 2024

ACK ID 20250904103418NAL0016182673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Management & Consulting, in'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 MANAGEMENT & CONSULTING, IN.

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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