How big is Old Compass Financial LLC's plan?

Old Compass Financial LLC's plan reported $72K in assets and 8 participants for 2024.

Original filing (PDF)20250805065606NAL0005146290001

Old Compass Financial LLC

Name: Old Compass Financial LLC — Old Compass Financial, Form 5500 (2024)
Creator: Old Compass Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Old Compass Financial 401(k) Plan

401(k) retirement plan · Old Compass Financial LLC's Old Compass Financial 401(k) Plan held $72K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

People on this filing

Alyssa Chellew signed Old Compass Financial LLC's 2024 Form 5500 as plan administrator.

Alyssa Chellew — 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

Old Compass Financial LLC's EIN is 85-3558139.

EIN 85-3558139

Plan number 001

Plan year 2024

ACK ID 20250805065606NAL0005146290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Old Compass Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Old Compass Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off