How big is Compass Management Solutions' plan?

Compass Management Solutions' plan reported $241K in assets and 9 participants for 2024.

Original filing (PDF)20250714101745NAL0001286784001

Compass Management Solutions

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

Form 5500-SF

FILING_RECEIVED

Compass Management 401(k) Plan

401(k) retirement plan · Compass Management Solutions' Compass Management 401(k) Plan held $241K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

Plan identifiers

Compass Management Solutions' EIN is 88-2764743.

EIN 88-2764743

Plan number 001

Plan year 2024

ACK ID 20250714101745NAL0001286784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Management Solutions' 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 COMPASS MANAGEMENT SOLUTIONS.

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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