What public Form 5500 filings show about the Compass Rose Financial Planning 401(k) plan — and how to find and check your own account.
Compass Rose Financial Planning (EIN 82-5131307) reports COMPASS ROSE FINANCIAL PLANNING 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $758K in plan assets across 3 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 Rose Financial Planning filing — schedules, fees, and providers.
Compass Rose Financial Planning’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 Rose Financial PlanningHR for the recordkeeper’s name and login.
