Filings through .
Compass 360, LLC
Matched across 8 name variants in the filings
Compass 360, LLC summary
Compass 360, LLC appears on 66 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.0B in assets for 37,027 participants. The median client plan holds $24.3M. Most client plans are sponsored in MA, NY and CA. The largest clients by plan assets are Pkfod Management Company LLC, Universal Engineering Sciences, LLC and Cell Signaling Technology, Inc.. Plans reported $1.6M in direct and indirect compensation paid to Compass 360, LLC. The median is $15K per plan.
- Participants
- 37,027
- Median plan assets
- $24.3M
- Median plan participants
- 372
- Median fees per plan
- $15K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Pkfod Management Company LLC | NY | $369M | 1,814 |
| Universal Engineering Sciences, LLC | FL | $193M | 4,672 |
| Cell Signaling Technology, Inc. | MA | $172M | 651 |
| Equiniti Trust Company | NY | $154M | 1,545 |
| Ushio America, Inc. | CA | $143M | 734 |
| Roivant Sciences, Inc. | NY | $141M | 1,181 |
| Vector WP Midco, Inc. Dba Wood Technologies International | WA | $132M | 1,408 |
| Cydecor, Inc. | VA | $121M | 756 |
| Iconiq Capital, LLC | CA | $108M | 721 |
| Insightsoftware, LLC | NC | $92.1M | 1,201 |
| Heritage Tractor, Inc. | KS | $82.5M | 1,142 |
| Thrive Operations, LLC | MA | $74.5M | 1,251 |
| Capital Region Orthopaedic Associates, P.C. | NY | $66.8M | 558 |
| Columbia Construction Company | MA | $60.4M | 244 |
| Continental Broadband, LLC | PA | $56.6M | 498 |
| Seniorlink, Inc. D/B/a Careforth | IN | $55.4M | 1,016 |
| Icp Construction, Inc. | FL | $52.6M | 1,034 |
| Landmark School, Inc. | MA | $52.5M | 507 |
| Apderm Management, LLC. | MA | $50.9M | 935 |
| Compass 360, LLC | NH | $44.5M | 873 |
| Turbocam, Inc. | NH | $42.6M | 721 |
| National Convenience Distributors, LLC | NY | $39.2M | 1,274 |
| True Environmental Holdings, LLC | NY | $38.5M | 529 |
| St. Ann's Home, Inc. | MA | $34.8M | 470 |
| Ima North America, Inc. | MA | $33.0M | 178 |
- NYParticipants 1,814
- FLParticipants 4,672
- MAParticipants 651
- NYParticipants 1,545
- Ushio America, Inc.$143MCAParticipants 734
- NYParticipants 1,181
- WAParticipants 1,408
- Cydecor, Inc.$121MVAParticipants 756
- Iconiq Capital, LLC$108MCAParticipants 721
- Insightsoftware, LLC$92.1MNCParticipants 1,201
- Heritage Tractor, Inc.$82.5MKSParticipants 1,142
- Thrive Operations, LLC$74.5MMAParticipants 1,251
- NYParticipants 558
- MAParticipants 244
- PAParticipants 498
- INParticipants 1,016
- Icp Construction, Inc.$52.6MFLParticipants 1,034
- Landmark School, Inc.$52.5MMAParticipants 507
- Apderm Management, LLC.$50.9MMAParticipants 935
- Compass 360, LLC$44.5MNHParticipants 873
- Turbocam, Inc.$42.6MNHParticipants 721
- NYParticipants 1,274
- NYParticipants 529
- St. Ann's Home, Inc.$34.8MMAParticipants 470
- Ima North America, Inc.$33.0MMAParticipants 178
Top client states
- MA25 plans
- NY12 plans
- CA5 plans
- NH5 plans
- NC3 plans
Frequently asked questions
- Who uses Compass 360, LLC?
- 66 retirement plans list Compass 360, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Pkfod Management Company LLC, Universal Engineering Sciences, LLC, Cell Signaling Technology, Inc., Equiniti Trust Company and Ushio America, Inc.. Most client plans are sponsored in MA, NY and CA.
- How many plans does Compass 360, LLC serve?
- Compass 360, LLC serves 66 retirement plans with $3.0B in plan assets and 37,027 participants, based on the latest Form 5500 filings through 2024.
- What does Compass 360, LLC charge?
- Plans reported $1.6M in total Schedule C compensation paid to Compass 360, LLC. The median plan paid $15K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Compass 360 as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 8 |
| Capital Group | 3 |
| T. Rowe Price | 2 |
| Fidelity (FMR) | 2 |
| PIMCO (Allianz) | 2 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.