Sponsor portfolio
THE COMPASS AGENCY, LLC
EIN 38-3727814insuranceLatest filing 2024
Plans
1
Retirement
1
$233K assets
Welfare
0
Participants
15
638 CONCORD PKWY N - CONCORD, NC 28027704-847-4222thecompassagency.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE COMPASS AGENCY, LLC 401(K) PLAN | 401k | $233K | 15 | 2024 |
Retirement plans