Civic Intelligence

Compass Rose Strategic Partners LLC

Plan context: Compass Rose Strategic Partners 401(K) Plan

EIN 80-0857980 • Waterford, CT • 12 filings • 1 plans

426 Boston Post Road, Suite AWaterford, CT 06385
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,585,965

2025 Contributions

$94,526

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,585,965$792,983$0201420202025YearValue
$1,585,965Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630201420202025YearValue
5Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202515$1,585,965$94,526$18,905iApproximate average salary by contribution assumption: employee only about $472,630 at 4% or $315,087 at 6%; with 50% employer match about $315,087 at 4% or $210,058 at 6%; with 100% employer match about $236,315 at 4% or $157,543 at 6%.
Compass Rose Strategic Partners 401(K) Plan-5$1,585,965$94,526$18,905iApproximate average salary by contribution assumption: employee only about $472,630 at 4% or $315,087 at 6%; with 50% employer match about $315,087 at 4% or $210,058 at 6%; with 100% employer match about $236,315 at 4% or $157,543 at 6%.
202415$1,321,206$90,041$18,008iApproximate average salary by contribution assumption: employee only about $450,205 at 4% or $300,137 at 6%; with 50% employer match about $300,137 at 4% or $200,091 at 6%; with 100% employer match about $225,103 at 4% or $150,068 at 6%.
Compass Rose Strategic Partners 401(K) Plan-5$1,321,206$90,041$18,008iApproximate average salary by contribution assumption: employee only about $450,205 at 4% or $300,137 at 6%; with 50% employer match about $300,137 at 4% or $200,091 at 6%; with 100% employer match about $225,103 at 4% or $150,068 at 6%.
202315$1,035,320$85,467$17,093iApproximate average salary by contribution assumption: employee only about $427,335 at 4% or $284,890 at 6%; with 50% employer match about $284,890 at 4% or $189,927 at 6%; with 100% employer match about $213,668 at 4% or $142,445 at 6%.
Compass Rose Strategic Partners 401(K) Plan-5$1,035,320$85,467$17,093iApproximate average salary by contribution assumption: employee only about $427,335 at 4% or $284,890 at 6%; with 50% employer match about $284,890 at 4% or $189,927 at 6%; with 100% employer match about $213,668 at 4% or $142,445 at 6%.
202215$771,840$77,820$15,564iApproximate average salary by contribution assumption: employee only about $389,100 at 4% or $259,400 at 6%; with 50% employer match about $259,400 at 4% or $172,933 at 6%; with 100% employer match about $194,550 at 4% or $129,700 at 6%.
Compass Rose Strategic Partners 401(K) Plan-5$771,840$77,820$15,564iApproximate average salary by contribution assumption: employee only about $389,100 at 4% or $259,400 at 6%; with 50% employer match about $259,400 at 4% or $172,933 at 6%; with 100% employer match about $194,550 at 4% or $129,700 at 6%.
202115$845,031$74,837$14,967iApproximate average salary by contribution assumption: employee only about $374,185 at 4% or $249,457 at 6%; with 50% employer match about $249,457 at 4% or $166,304 at 6%; with 100% employer match about $187,093 at 4% or $124,728 at 6%.
Compass Rose Strategic Partners 401(K) Plan-5$845,031$74,837$14,967iApproximate average salary by contribution assumption: employee only about $374,185 at 4% or $249,457 at 6%; with 50% employer match about $249,457 at 4% or $166,304 at 6%; with 100% employer match about $187,093 at 4% or $124,728 at 6%.
202015$625,435$74,694$14,939iApproximate average salary by contribution assumption: employee only about $373,470 at 4% or $248,980 at 6%; with 50% employer match about $248,980 at 4% or $165,987 at 6%; with 100% employer match about $186,735 at 4% or $124,490 at 6%.
Compass Rose Strategic Partners 401(K) Plan-5$625,435$74,694$14,939iApproximate average salary by contribution assumption: employee only about $373,470 at 4% or $248,980 at 6%; with 50% employer match about $248,980 at 4% or $165,987 at 6%; with 100% employer match about $186,735 at 4% or $124,490 at 6%.
201915$456,785$72,224$14,445iApproximate average salary by contribution assumption: employee only about $361,120 at 4% or $240,747 at 6%; with 50% employer match about $240,747 at 4% or $160,498 at 6%; with 100% employer match about $180,560 at 4% or $120,373 at 6%.
Compass Rose Strategic Partners 401(K) Plan-5$456,785$72,224$14,445iApproximate average salary by contribution assumption: employee only about $361,120 at 4% or $240,747 at 6%; with 50% employer match about $240,747 at 4% or $160,498 at 6%; with 100% employer match about $180,560 at 4% or $120,373 at 6%.
201816$305,835$69,666$11,611iApproximate average salary by contribution assumption: employee only about $290,275 at 4% or $193,517 at 6%; with 50% employer match about $193,517 at 4% or $129,011 at 6%; with 100% employer match about $145,138 at 4% or $96,758 at 6%.
Compass Rose Strategic Partners 401(K) Plan-6$305,835$69,666$11,611iApproximate average salary by contribution assumption: employee only about $290,275 at 4% or $193,517 at 6%; with 50% employer match about $193,517 at 4% or $129,011 at 6%; with 100% employer match about $145,138 at 4% or $96,758 at 6%.
201715$265,151$58,301$11,660iApproximate average salary by contribution assumption: employee only about $291,505 at 4% or $194,337 at 6%; with 50% employer match about $194,337 at 4% or $129,558 at 6%; with 100% employer match about $145,753 at 4% or $97,168 at 6%.
Compass Rose Strategic Partners 401(K) Plan-5$265,151$58,301$11,660iApproximate average salary by contribution assumption: employee only about $291,505 at 4% or $194,337 at 6%; with 50% employer match about $194,337 at 4% or $129,558 at 6%; with 100% employer match about $145,753 at 4% or $97,168 at 6%.
201615$168,725$58,152$11,630iApproximate average salary by contribution assumption: employee only about $290,760 at 4% or $193,840 at 6%; with 50% employer match about $193,840 at 4% or $129,227 at 6%; with 100% employer match about $145,380 at 4% or $96,920 at 6%.
Compass Rose Strategic Partners 401(K) Plan-5$168,725$58,152$11,630iApproximate average salary by contribution assumption: employee only about $290,760 at 4% or $193,840 at 6%; with 50% employer match about $193,840 at 4% or $129,227 at 6%; with 100% employer match about $145,380 at 4% or $96,920 at 6%.
201514$96,707$63,355$15,839iApproximate average salary by contribution assumption: employee only about $395,969 at 4% or $263,979 at 6%; with 50% employer match about $263,979 at 4% or $175,986 at 6%; with 100% employer match about $197,984 at 4% or $131,990 at 6%.
Compass Rose Strategic Partners 401(K) Plan-4$96,707$63,355$15,839iApproximate average salary by contribution assumption: employee only about $395,969 at 4% or $263,979 at 6%; with 50% employer match about $263,979 at 4% or $175,986 at 6%; with 100% employer match about $197,984 at 4% or $131,990 at 6%.
201414$36,203$36,564$9,141iApproximate average salary by contribution assumption: employee only about $228,525 at 4% or $152,350 at 6%; with 50% employer match about $152,350 at 4% or $101,567 at 6%; with 100% employer match about $114,263 at 4% or $76,175 at 6%.
Compass Rose Strategic Partners 401(K) Plan-4$36,203$36,564$9,141iApproximate average salary by contribution assumption: employee only about $228,525 at 4% or $152,350 at 6%; with 50% employer match about $152,350 at 4% or $101,567 at 6%; with 100% employer match about $114,263 at 4% or $76,175 at 6%.