How big is Compass Property Management LLC's plan?

Compass Property Management LLC's plan reported $344K in assets and 2 participants for 2025.

Original filing (PDF)20260328091453NAL0008645856001

Compass Property Management LLC

Name: Compass Property Management LLC — Compass Property, Form 5500 (2025)
Creator: Compass Property Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Property Management LLC 401(k) Plan

401(k) retirement plan · Compass Property Management LLC's Compass Property Management LLC 401(k) Plan held $344K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

People on this filing

Darshan SONI signed Compass Property Management LLC's 2025 Form 5500 as plan administrator.

Darshan SONI — 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 Property Management LLC's EIN is 82-3728785.

EIN 82-3728785

Plan number 001

Plan year 2025

ACK ID 20260328091453NAL0008645856001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Compass Property Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPASS PROPERTY MANAGEMENT LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

COMPASS PROPERTY MANAGEMENT LLC

EIN

all filings

Address

14397 TALLYN WAY · CARMEL, IN · 46074

Phone

(317) 556-0866

Industry

Real Estate

Plan administrator