How big is Compass Holding Group LLC's plan?

Compass Holding Group LLC's plan reported $55K in assets and 4 participants for 2024.

Original filing (PDF)20250611114201NAL0013931939001

Compass Holding Group LLC

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

Form 5500-SF

FILING_RECEIVED

Compass Holding Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Compass Holding Group LLC's Compass Holding Group LLC 401(k) Profit Sharing Plan & Trust held $55K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

People on this filing

Jennifer Meconi signed Compass Holding Group LLC's 2024 Form 5500 as plan administrator.

Jennifer Meconi — 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 Holding Group LLC's EIN is 86-1511011.

EIN 86-1511011

Plan number 001

Plan year 2024

ACK ID 20250611114201NAL0013931939001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Holding Group 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 HOLDING GROUP 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

Knocking points off