How big is Compasspoint Nonprofit Services' plan?

Compasspoint Nonprofit Services' plan reported $1.8M in assets and 17 participants for 2024.

Original filing (PDF)20251013132255NAL0000646691001

Compasspoint Nonprofit Services

Name: Compasspoint Nonprofit Services — Compasspoint, Form 5500 (2024)
Creator: Compasspoint Nonprofit Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compasspoint Nonprofit Services 401(k) Plan

401(k) retirement plan · Compasspoint Nonprofit Services' Compasspoint Nonprofit Services 401(k) Plan held $1.8M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Compasspoint Nonprofit Services' EIN is 93-1196632.

EIN 93-1196632

Plan number 001

Plan year 2024

ACK ID 20251013132255NAL0000646691001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compasspoint Nonprofit Services' 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 COMPASSPOINT NONPROFIT SERVICES.

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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