Original filing (PDF)20250718122745NAL0000815971001

COMPASS INSURANCE ADVISORS USA I

Name: COMPASS INSURANCE ADVISORS USA I — COMPASS INSURANCE ADVISORS USA, INC, Form 5500 (2024)
Creator: COMPASS INSURANCE ADVISORS USA I

Form 5500-SF

FILING_RECEIVED

COMPASS INSURANCE ADVISORS USA, INC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMPASS INSURANCE ADVISORS USA I.

Plan sponsor

Name

COMPASS INSURANCE ADVISORS USA I

EIN

85-1976601all filings

Address

13909 N DALE MABRY HWY · STE 106 · TAMPA, FL · 33618

Phone

(813) 255-9544

Industry

Other Services (ex. Public Admin)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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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