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

Compass Financial Group, LLC's plan reported $296K in assets and 5 participants for 2024.

Original filing (PDF)20250818222327NAL0003260978001

Compass Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Compass Financial Group 401(k) Plan

401(k) retirement plan · Compass Financial Group, LLC's Compass Financial Group 401(k) Plan held $296K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

People on this filing

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

Richard Hill — 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 Financial Group, LLC's EIN is 27-4273274.

EIN 27-4273274

Plan number 001

Plan year 2024

ACK ID 20250818222327NAL0003260978001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Financial Group, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL GROUP, LLC.

Finding similar companies…

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