How big is Compton Wealth Advisory Group's plan?

Compton Wealth Advisory Group's plan reported $3.7M in assets and 9 participants for 2025.

Original filing (PDF)20260311105030NAL0005206464001

Compton Wealth Advisory Group

Name: Compton Wealth Advisory Group — Compton Wealth, Form 5500 (2025)
Creator: Compton Wealth Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compton Wealth Advisory Group 401(k) Profit Sharing Plan

401(k) retirement plan · Compton Wealth Advisory Group's Compton Wealth Advisory Group 401(k) Profit Sharing Plan held $3.7M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Shannon Geyer signed Compton Wealth Advisory Group's 2025 Form 5500 as plan administrator.

Shannon Geyer — 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

Compton Wealth Advisory Group's EIN is 26-3847875.

EIN 26-3847875

Plan number 001

Plan year 2025

ACK ID 20260311105030NAL0005206464001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Compton Wealth Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Compton Wealth Advisory Group'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 COMPTON WEALTH ADVISORY GROUP.

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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

Helping the score