Search icon

COMPASS ROSE STRATEGIC PARTNERS LLC

Company Details

Entity Name: COMPASS ROSE STRATEGIC PARTNERS LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 06 Sep 2012 (Companies founded in September 2012)
Business ALEI: 1082411
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 426 BOSTON POST ROAD STE A, WATERFORD, CT, 06385, United States
Mailing address: 426 BOSTON POST ROAD STE A, WATERFORD, CT, United States, 06385
ZIP code: 06385 (Companies in New London, 06385)
County: New London
Place of Formation: CONNECTICUT
E-Mail: lynn@compassrsp.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN 2023 800857980 2024-04-17 COMPASS ROSE STRATEGIC PARTNERS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8604377600
Plan sponsor’s address 426 BOSTON POST ROAD, SUITE A, WATERFORD, CT, 06385
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN 2022 800857980 2023-04-18 COMPASS ROSE STRATEGIC PARTNERS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8604377600
Plan sponsor’s address 426 BOSTON POST ROAD, SUITE A, WATERFORD, CT, 06385
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN 2021 800857980 2022-03-22 COMPASS ROSE STRATEGIC PARTNERS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8604377600
Plan sponsor’s address 426 BOSTON POST ROAD, SUITE A, WATERFORD, CT, 06385
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN 2020 800857980 2021-03-11 COMPASS ROSE STRATEGIC PARTNERS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8604377600
Plan sponsor’s address 426 BOSTON POST ROAD, SUITE A, WATERFORD, CT, 06385
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN 2019 800857980 2020-03-12 COMPASS ROSE STRATEGIC PARTNERS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8604377600
Plan sponsor’s address 426 BOSTON POST ROAD, SUITE A, WATERFORD, CT, 06385
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN 2018 800857980 2019-03-12 COMPASS ROSE STRATEGIC PARTNERS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8604377600
Plan sponsor’s address 426 BOSTON POST ROAD, SUITE A, WATERFORD, CT, 06385
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN 2017 800857980 2018-03-29 COMPASS ROSE STRATEGIC PARTNERS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8604377600
Plan sponsor’s address 426 BOSTON POST ROAD, SUITE A, WATERFORD, CT, 06385
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN 2016 800857980 2017-03-30 COMPASS ROSE STRATEGIC PARTNERS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8604377600
Plan sponsor’s address 516 VAUXHALL STREET, SUITE 202, NEW LONDON, CT, 06320
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN 2015 800857980 2016-04-28 COMPASS ROSE STRATEGIC PARTNERS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8604377600
Plan sponsor’s address 516 VAUXHALL STREET, SUITE 202, NEW LONDON, CT, 06320
COMPASS ROSE STRATEGIC PARTNERS 401(K) PLAN 2014 800857980 2015-04-01 COMPASS ROSE STRATEGIC PARTNERS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8604377600
Plan sponsor’s address 516 VAUXHALL STREET, SUITE 202, NEW LONDON, CT, 06320

Signature of

Role Plan administrator
Date 2015-04-01
Name of individual signing LYNN T. CRAVINHO, JD, CPA
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
LYNN CRAVINHO Agent 426 BOSTON POST ROAD, STE A, WATERFORD, CT, 06385, United States 426 BOSTON POST ROAD, STE A, WATERFORD, CT, 06385, United States +1 860-661-2225 lynn@compassrsp.com 5-2 BINNEY ROAD, OLD LYME, CT, 06371, United States

Officer

Name Role Business address Residence address
LYNN THERESA CRAVINHO Officer 426 BOSTON POST ROAD, STE A, WATERFORD, CT, 06385, United States 5-2 BINNEY ROAD, OLD LYME, CT, 06371, United States
SIMONE MARIE GLADSTONE Officer 426 BOSTON POST ROAD, STE A, WATERFORD, CT, 06385, United States 30 NIANTIC RIVER ROAD, WATERFORD, CT, 06385, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012078814 2024-03-12 No data Annual Report Annual Report No data
BF-0011438574 2023-03-14 No data Annual Report Annual Report No data
BF-0010349812 2022-03-03 No data Annual Report Annual Report 2022
0007144105 2021-02-10 No data Annual Report Annual Report 2021
0006840889 2020-03-19 No data Annual Report Annual Report 2020
0006394980 2019-02-20 No data Annual Report Annual Report 2019
0006089279 2018-02-21 No data Annual Report Annual Report 2018
0005923978 2017-09-12 No data Annual Report Annual Report 2017
0005905824 2017-08-08 2017-08-08 Interim Notice Interim Notice No data
0005905814 2017-08-08 2017-08-08 Change of Agent Address Agent Address Change No data

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website