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

Compass Financial Advisors, LLC's plan reported $1.8M in assets and 7 participants for 2024.

Original filing (PDF)20250611090601NAL0025768624001

Compass Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Compass Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Compass Financial Advisors, LLC's Compass Financial Advisors, LLC 401(k) Plan held $1.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Tricia Hoopingarner signed Compass Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Tricia Hoopingarner — 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 Advisors, LLC's EIN is 35-2045037.

EIN 35-2045037

Plan number 001

Plan year 2024

ACK ID 20250611090601NAL0025768624001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Financial Advisors, 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 COMPASS FINANCIAL ADVISORS, 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