Original filing (PDF)20250720182731NAL0001662434001

COMPASS CHARTER SCHOOLS, LLC

Name: COMPASS CHARTER SCHOOLS, LLC — COMPASS CHARTER SCHOOLS, LLC 401 (K) PLAN, Form 5500 (2024)
Creator: COMPASS CHARTER SCHOOLS, LLC

Form 5500-SF

FILING_RECEIVED

COMPASS CHARTER SCHOOLS, LLC 401 (K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

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 COMPASS CHARTER SCHOOLS, LLC.

Plan sponsor

Name

COMPASS CHARTER SCHOOLS, LLC

EIN

81-5384537

Address

1646 W SNOW AVE · STE 112 · TAMPA, FL · 33606

Phone

(813) 394-3700

Industry

Educational 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

2025-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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