How big is Compact Information Systems, LLC's plan?

Compact Information Systems, LLC's plan reported $10.5M in assets and 99 participants for 2024.

Original filing (PDF)20251002150032NAL0000381203001

Compact Information Systems, LLC

Name: Compact Information Systems, LLC — Compact Informati, Form 5500 (2024)
Creator: Compact Information Systems, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Compact Information Systems, LLC 401(k) Plan

401(k) retirement plan · Compact Information Systems, LLC's Compact Information Systems, LLC 401(k) Plan held $10.5M in plan assets for 99 participants in 2024, with Transamerica as recordkeeper.

Active participants

Accounts w/ balance

145

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

People on this filing

Isaiah Brown signed Compact Information Systems, LLC's 2024 Form 5500 as plan administrator.

Isaiah Brown — 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

Compact Information Systems, LLC's EIN is 91-1542980.

EIN 91-1542980

Plan number 001

Plan year 2024

ACK ID 20251002150032NAL0000381203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Compact Information Systems, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Compact Information Systems, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

COMPACT INFORMATION SYSTEMS, LLC

EIN

all filings

Address

PO BOX 61557 · FT MYERS, FL · 33906

Phone

(888) 970-7248

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLNS	13-3689044	—	RECORDKEEPER	$14K	—
FUTUREPLAN BY ASCENSUS	82-3719843	—	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN INVESTMENT PLANNING

Investments

28 direct securities· $10.5M(100% of reported assets)

Mutual Funds

$9.8M

18 holdings

Common Collective Trusts

$322K

1 holding

Common Stocks

$238K

6 holdings

Other securities

$74K

1 holding

Stable Value

$15K

1 holding

Cash / Money Market

$10K

1 holding

					% of plan
Nuveen Lifecycle Index 2030 R6 Registered investment company	Mutual Funds	—	—	$2.6M	24.6%
Nuveen Lifecycle Index 2045 R6 Registered investment company	Mutual Funds	—	—	$1.7M	16.0%
Nuveen Lifecycle Index 2035 R6 Registered investment company	Mutual Funds	—	—	$1.6M	15.6%
Nuveen Lifecycle Index 2025 R6 Registered investment company	Mutual Funds	—	—	$1.3M	12.3%
Nuveen Lifecycle Index 2040 R6 Registered investment company	Mutual Funds	—	—	$1.2M	11.1%
Nuveen Lifecycle Index 2020 R6 Registered investment company	Mutual Funds	—	—	$432K	4.1%
Nuveen Lifecycle Index 2050 R6 Registered investment company	Mutual Funds	—	—	$374K	3.6%
Fidelity 500 Index Registered investment company	Common Collective Trusts	—	—	$322K	3.1%
Nuveen Lifecycle Index 2060 R6 Registered investment company	Mutual Funds	—	—	$247K	2.4%
Nuveen Lifecycle Index 2055 R6 Registered investment company	Mutual Funds	—	—	$190K	1.8%
DFA US Targeted Value I Registered investment company	Mutual Funds	—	—	$106K	1.0%
Parnassus Core Equity Instl Registered investment company	Common Stocks	—	—	$91K	0.9%
maturing through December 2028 -	Other securities	—	—	$74K	0.7%
PGIM High Yield R6 Registered investment company	Common Stocks	—	—	$66K	0.6%
Vanguard Dvlp Mrkts Indx Admrl Registered investment company ** 134 Vanguard Explorer Adm Registered investment company	Mutual Funds	—	—	$39K	0.4%
T. Rowe Price Capital Appreciation I Registered investment company	Common Stocks	—	—	$38K	0.4%
BlackRock Mid-Cap Value Instl Registered investment company	Common Stocks	—	—	$36K	0.3%
Janus Henderson Enterprise N Registered investment company	Mutual Funds	—	—	$30K	0.3%
MFS International Equity R6 Registered investment company	Mutual Funds	—	—	$18K	0.2%
MFS Massachusetts Investors Gr Stk R6 Registered investment company	Mutual Funds	—	—	$16K	0.1%
Transamerica Stable Value Core Option Stable value fund	Stable Value	—	—	$15K	0.1%
Nuveen Lifecycle Index 2065 R6 Registered investment company	Mutual Funds	—	—	$12K	0.1%
Schwab Fundamental US Large Company Index Registered investment company	Mutual Funds	—	—	$10K	<0.1%
DVFD Cash RSRV Cash	Cash / Money Market	—	—	$10K	<0.1%
Vanguard Mid Cap Index Adm Registered investment company	Mutual Funds	—	—	$6K	<0.1%
BlackRock Inflation Protected Bond K Registered investment company	Common Stocks	—	—	$4K	<0.1%
Federated Hermes Total Return Bd R6 Registered investment company	Common Stocks	—	—	$3K	<0.1%
American Funds Growth & Inc Port R6 Registered investment company ** 188 American Funds New World R6 Registered investment company	Mutual Funds	—	—	$3K	<0.1%