How big is Compass PD's plan?

Compass PD's plan reported $19K in assets and 3 participants for 2024.

Original filing (PDF)20250905100058NAL0028684080001

Compass PD

Name: Compass PD — Compass PD 401(k) Plan, Form 5500 (2024)
Creator: Compass PD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass PD 401(k) Plan

401(k) retirement plan · Compass PD's Compass PD 401(k) Plan held $19K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Matthew Hepburn signed Compass PD's 2024 Form 5500 as plan administrator.

Matthew Hepburn — 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 PD's EIN is 86-3920919.

EIN 86-3920919

Plan number 001

Plan year 2024

ACK ID 20250905100058NAL0028684080001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass PD's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PD.

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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.

Plan sponsor

Name

COMPASS PD

EIN

all filings

Address

36 N. LIONS HEAD DR. · WRIGHT CITY, MO · 63390

Phone

(636) 485-3415

Industry

Educational Services

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

2025-09-05

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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