How big is John Freeze, Inc. DBA Compass Insurance Group's plan?

John Freeze, Inc. DBA Compass Insurance Group's plan reported $1.8M in assets and 12 participants for 2024.

Original filing (PDF)20250407075353NAL0009215683001

John Freeze, Inc. DBA Compass Insurance Group

Name: John Freeze, Inc. DBA Compass Insurance Group — Form 5500 Plan 001 (2024)
Creator: John Freeze, Inc. DBA Compass Insurance Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Insurance Group 401(k) Profit Sharing Plan

401(k) retirement plan · John Freeze, Inc. DBA Compass Insurance Group's Compass Insurance Group 401(k) Profit Sharing Plan held $1.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

John Freeze signed John Freeze, Inc. DBA Compass Insurance Group's 2024 Form 5500 as plan administrator.

John Freeze — 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

John Freeze, Inc. DBA Compass Insurance Group's EIN is 64-0952241.

EIN 64-0952241

Plan number 001

Plan year 2024

ACK ID 20250407075353NAL0009215683001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

John Freeze, Inc. DBA Compass Insurance 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 JOHN FREEZE, INC. DBA COMPASS INSURANCE GROUP.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

JOHN FREEZE, INC. DBA COMPASS INSURANCE GROUP

EIN

all filings

Address

6021 DURAND AVE., SUITE 600 · RACINE, WI · 53406

Phone

(262) 456-0566

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator