· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COMPASS ACCOUNTING LLP — COMPASS ACCOUNTING LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250424160649NAL0004801107001
COMPASS ACCOUNTING LLP
Form 5500-SF
FILING_RECEIVED
COMPASS ACCOUNTING LLP 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
16
Accounts w/ balance
13
Plan assets (EOY)
$269K
Net assets (EOY)
$269K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COMPASS ACCOUNTING LLP
.
Find decision makers
Plan sponsor
Name
COMPASS ACCOUNTING LLP
EIN
82-1963956
Address
2015 MANHATTAN BEACH BLVD # 222 · REDONDO BEACH, CA · 902781226
Phone
(310) 921-8225
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-04-24
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
BOWERS CONSULTING FIRM
BOWERS CONSULTING FIRM-401K PLAN
$269K · 13 participants
KAJY LAW FIRM PLLC
KAJY LAW FIRM PLLC RETIREMENT TRUST
$269K · 43 participants
PETS4LIFE, LLC DBA PETS4LIFE
PETS4LIFE 401(K) PLAN
$268K · 12 participants
ASHLEY DRUG COMPANY OF CULLMAN
ASHLEY DRUG COMPANY OF CULLMAN 401(K) PROFIT SHARING PLAN & TRUST
$269K · 4 participants
JETC ENTERPRISES, LLC
CHICK-FIL-A WESTERN HILLS 401(K) PLAN
$268K · 15 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ONYMOUS MEDIA, INC.
ONYMOUS MEDIA, INC. 401K PROFIT SHARING PLAN
$269K · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
