How big is Financial Compass Group, LLC's plan?

Financial Compass Group, LLC's plan reported $3.2M in assets and 15 participants for 2024.

Original filing (PDF)20250630131850NAL0027616322001

Financial Compass Group, LLC

Name: Financial Compass Group, LLC — Financial Compass, Form 5500 (2024)
Creator: Financial Compass Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Compass Group 401(k) Profit Sharing Plan

401(k) retirement plan · Financial Compass Group, LLC's Financial Compass Group 401(k) Profit Sharing Plan held $3.2M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Richard Shakter signed Financial Compass Group, LLC's 2024 Form 5500 as plan administrator.

Richard Shakter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Financial Compass Group, LLC's EIN is 20-3992480.

EIN 20-3992480

Plan number 001

Plan year 2024

ACK ID 20250630131850NAL0027616322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Compass Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Compass Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL COMPASS GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off