Original filing (PDF)20241227101228NAL0023048368001

COMPATIO LLC

Name: COMPATIO LLC — COMPATIO LLC MCF BENEFIT PLAN, Form 5500 (2023)
Creator: COMPATIO LLC

Form 5500-SF

FILING_RECEIVED

COMPATIO LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPATIO LLC.

Plan sponsor

Name

COMPATIO LLC

EIN

81-2044768

Address

405 N JEFFERSON · SUITE #1065 · SPRINGFIELD, MO · 65806

Phone

(417) 862-5567

Industry

Retail Tradesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2024-12-27

Welfare benefit codes

4A · Health (other than dental or vision)

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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