How big is Compass Retirement Inc.'s plan?

Compass Retirement Inc.'s plan reported $942K in assets and 11 participants for 2025.

Original filing (PDF)20260414220103NAL0024527730087

Compass Retirement Inc.

Name: Compass Retirement Inc. — Compass Retirement 401(k), Form 5500 (2025)
Creator: Compass Retirement Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Retirement 401(k) Plan

401(k) retirement plan · Compass Retirement Inc.'s Compass Retirement 401(k) Plan held $942K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$942K

Net assets (EOY)

$942K

People on this filing

Elantha Barry signed Compass Retirement Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Retirement Inc.'s EIN is 81-5439190.

EIN 81-5439190

Plan number 001

Plan year 2025

ACK ID 20260414220103NAL0024527730087

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Compass Retirement Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Compass Retirement Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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