How big is Compass CFO Solutions, LLC's plan?

Compass CFO Solutions, LLC's plan reported $405K in assets and 16 participants for 2025.

Original filing (PDF)20260422220910NAL0006573136024

Compass CFO Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Compass CFO Solutions 401(k) Plan

401(k) retirement plan · Compass CFO Solutions, LLC's Compass CFO Solutions 401(k) Plan held $405K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$405K

Net assets (EOY)

$405K

People on this filing

Elantha Barry signed Compass CFO Solutions, LLC'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 CFO Solutions, LLC's EIN is 82-5316376.

EIN 82-5316376

Plan number 001

Plan year 2025

ACK ID 20260422220910NAL0006573136024

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Compass CFO Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CFO SOLUTIONS, 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