| Entity Name: | COMPASS RETIREMENT, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 14 Jun 2011 |
| Business ALEI: | 1041068 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 10 COLONIAL LANE, OLD SAYBROOK, CT, 06475, United States |
| Mailing address: | 10 COLONIAL LANE, OLD SAYBROOK, CT, United States, 06475 |
| ZIP code: | 06475 |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| E-Mail: | john.bubello@compass-retirement.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COMPASS RETIREMENT, LLC 401K PLAN | 2019 | 452579618 | 2020-05-05 | COMPASS RETIREMENT | 1 | |||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||
| Administrator’s EIN | 452579618 |
| Plan administrator’s name | JOHN BUBELLO |
| Plan administrator’s address | 10 COLONIAL LN, OLD SAYBROOK, CT, 064754413 |
| Administrator’s telephone number | 8606613821 |
Signature of
| Role | Plan administrator |
| Date | 2020-05-05 |
| Name of individual signing | JOHN BUBELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-05-05 |
| Name of individual signing | JOHN BUBELLO |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address |
|---|---|---|
| THE JOHN BUBELLO LIVING TRUST | Officer | 10 COLONIAL LANE, OLD SAYBROOK, CT, 06475, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JOHN R. BUBELLO | Agent | 10 COLONIAL LANE, OLD SAYBROOK, CT, 06475, United States | 10 COLONIAL LANE, OLD SAYBROOK, CT, 06475, United States | +1 860-794-6533 | john.bubello@compass-retirement.com | 10 COLONIAL LANE, OLD SAYBROOK, CT, 06475, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012346933 | 2024-02-06 | No data | Annual Report | Annual Report | No data |
| BF-0011422343 | 2023-01-17 | No data | Annual Report | Annual Report | No data |
| BF-0011005507 | 2022-09-14 | 2022-09-14 | Interim Notice | Interim Notice | No data |
| BF-0010991874 | 2022-08-30 | 2022-08-30 | Interim Notice | Interim Notice | No data |
| BF-0010324936 | 2022-01-17 | No data | Annual Report | Annual Report | 2022 |
| 0007062265 | 2021-01-12 | No data | Annual Report | Annual Report | 2021 |
| 0006757630 | 2020-02-14 | No data | Annual Report | Annual Report | 2020 |
| 0006400895 | 2019-02-22 | No data | Annual Report | Annual Report | 2019 |
| 0005996511 | 2018-01-05 | No data | Annual Report | Annual Report | 2018 |
| 0005872242 | 2017-06-21 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
