How big is Compass Fiduciary Group LLC's plan?

Compass Fiduciary Group LLC's plan reported $53K in assets and 4 participants for 2024.

Original filing (PDF)20250719090504NAL0002792993001

Compass Fiduciary Group LLC

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

Form 5500-SF

FILING_RECEIVED

Compass Fiduciary Group LLC - 401(k)

401(k) retirement plan · Compass Fiduciary Group LLC's Compass Fiduciary Group LLC - 401(k) held $53K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Shirley Horner signed Compass Fiduciary Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Compass Fiduciary Group LLC's EIN is 27-3040443.

EIN 27-3040443

Plan number 001

Plan year 2024

ACK ID 20250719090504NAL0002792993001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

COMPASS FIDUCIARY GROUP LLC

EIN

all filings

Address

1480 E BETHANY HOME RD, · STE 130 STE, · PHOENIX, AZ · 85014

Phone

(602) 803-2766

Industry

Finance & Insurance

Plan administrator