Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
COMPASS SENIOR SOLUTIONS & CARE MANAGEMENT, LLC
EIN 82-4940865Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$902K assets
Welfare
0
Participants
20
555 WINDERLEY PL, STE 300 - MAITLAND, FL 32751407-630-0111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $902K assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COMPASS SENIOR SOLUTIONS & CARE MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$626K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COMPASS SENIOR SOLUTIONS & CARE MANAGEMENT, LLC 401(K) PS PLAN
401k
Assets$276K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMPASS SENIOR SOLUTIONS & CARE MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $626K | 5 | 2025 | |
| 001 | COMPASS SENIOR SOLUTIONS & CARE MANAGEMENT, LLC 401(K) PS PLAN | 401k | $276K | 15 | 2025 |
Retirement plans