What public Form 5500 filings show about the Compass Financial Management Inc. DBA Blair Tax Advisors 401(k) plan — and how to find and check your own account.
Compass Financial Management Inc. DBA Blair Tax Advisors (EIN 94-3274079) reports COMPASS FINANCIAL MANAGEMENT INC. DBA BLAIR TAX ADVISORS 401(K) PLAN on its most recent Form 5500, with $527K in plan assets across 2 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 Financial Management Inc. DBA Blair Tax Advisors filing — schedules, fees, and providers.
Compass Financial Management Inc. DBA Blair Tax Advisors’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 Financial Management Inc. DBA Blair Tax AdvisorsHR for the recordkeeper’s name and login.
