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Original filing (PDF)20251009162657NAL0007303761001
COMPASSMSP, LLC
Form 5500
FILING_RECEIVED
COMPASSMSP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
204
Accounts w/ balance
181
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPASSMSP, LLC.
Plan sponsor
Name
COMPASSMSP, LLC
EIN
81-2391142
Address
67 PROSPECT AVENUE, STE 202 · HARTFORD, CT · 06106
Phone
(833) 444-2677
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 86-2963468 | FRANKLIN SQUARE, NY | OTHER SERVICES | $0 | — |
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
37 direct securities · 1 pooled fund· $19.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$9.6M
1 holding
Uncategorized
$9.5M
36 holdings
Guaranteed Income / GIC
$238K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP SELECT CONTRACT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9.6M | 94.8% | |
| Party Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds Vanguard 500 Index Fund Admiral Shares | — | — | — | $1.5M | 15.0% | |
| Voya Retirement Insurance and Annuity Company Solution Moderately Aggressive Portfolio - Class R6 | — | — | — | $968K | 9.6% | |
| Voya Retirement Insurance and Annuity Company Index Solution 2040 Portfolio - Class Z | — | — | — | $963K | 9.5% | |
| Voya Retirement Insurance and Annuity Company Index Solution 2035 Portfolio - Class Z | — | — | — | $698K | 6.9% | |
| Voya Retirement Insurance and Annuity Company Index Solution 2050 Portfolio - Class Z | — | — | — | $633K | 6.3% | |
| Voya Retirement Insurance and Annuity Company Index Solution 2045 Portfolio - Class Z | — | — | — | $601K | 6.0% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $564K | 5.6% | |
| Voya Retirement Insurance and Annuity Company Index Solution 2030 Portfolio - Class Z | — | — | — | $554K | 5.5% | |
| Voya Retirement Insurance and Annuity Company Index Solution 2055 Portfolio - Class Z | — | — | — | $450K | 4.5% | |
| American Funds New Perspective Fund Class R-6 | — | — | — | $370K | 3.7% | |
| Voya Retirement Insurance and Annuity Company Solution Aggressive Portfolio - Class R6 | — | — | — | $321K | 3.2% | |
| Voya Retirement Insurance and Annuity Company Index Solution 2060 Portfolio - Class Z | — | — | — | $303K | 3.0% | |
| * Voya Retirement Insurance and Annuity Company Fixed Account | Guaranteed Income / GIC | — | — | $238K | 2.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $226K | 2.2% | |
| Voya Retirement Insurance and Annuity Company Index Solution Income Portfolio - Class Z | — | — | — | $197K | 2.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $181K | 1.8% | |
| Voya Retirement Insurance and Annuity Company Solution Balanced Portfolio - Class R6 | — | — | — | $150K | 1.5% | |
| account balances - | — | — | — | $112K | 1.1% | |
| American Funds American Balanced Fund Class R-6 | — | — | — | $101K | 1.0% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $100K | 1.0% | |
| Voya Retirement Insurance and Annuity Company Index Solution 2065 Portfolio - Class Z | — | — | — | $69K | 0.7% | |
| Dimensional Fund Advisors U.S. Targeted Value Portfolio Institutional Class | — | — | — | $58K | 0.6% | |
| PGIM High Yield Fund - Class R6 | — | — | — | $56K | 0.6% | |
| MFS Total Return Bond Fund Class R6 | — | — | — | $50K | 0.5% | |
| MFS Core Equity Fund Class R6 | — | — | — | $43K | 0.4% | |
| MFS Value Fund Class R6 | — | — | — | $40K | 0.4% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio Institutional Class | — | — | — | $36K | 0.4% | |
| Victory Trivalent International Small-Cap Fund Class R6 | — | — | — | $30K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Intermediate Bond Fund - Class R6 | — | — | — | $28K | 0.3% | |
| PIMCO StocksPLUS International Fund Ins | — | — | — | $23K | 0.2% | |
| Franklin Templeton Investments ClearBridge Small Cap Growth Fund Class IS | — | — | — | $22K | 0.2% | |
| Voya Retirement Insurance and Annuity Company VY Baron Growth Portfolio Class R6 | — | — | — | $21K | 0.2% | |
| PIMCO Real Estate Real Return Strategy Fund Ins | — | — | — | $20K | 0.2% | |
| Victory Sycamore Established Value Fund Class R6 | — | — | — | $17K | 0.2% | |
| MFS Investment Management MFS Research International Fund R6 | — | — | — | $9K | <0.1% | |
| Alliancebernstein Global Bond Fund Class Z | — | — | — | $2K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Index Solution 2025 Portfolio - Class Z | — | — | — | $2K | <0.1% |