What public Form 5500 filings show about the Compass CFO Solutions, LLC 401(k) plan — and how to find and check your own account.
Compass CFO Solutions, LLC (EIN 82-5316376) reports COMPASS CFO SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $405K in plan assets across 16 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Compass CFO Solutions, LLC filing — schedules, fees, and providers.
Compass CFO Solutions, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Compass CFO Solutions, LLCHR for the recordkeeper’s name and login.
