How big is Compass Wealth Management, LLC's plan?

Compass Wealth Management, LLC's plan reported $2.5M in assets and 5 participants for 2025.

Original filing (PDF)20260408113408NAL0013726962001

Compass Wealth Management, LLC

Name: Compass Wealth Management, LLC — Compass Wealth, Form 5500 (2025)
Creator: Compass Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Wealth Management, LLC 401 (K) Profit Sharing Plan

401(k) retirement plan · Compass Wealth Management, LLC's Compass Wealth Management, LLC 401 (K) Profit Sharing Plan held $2.5M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Jason Bear signed Compass Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Jason Bear — 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 Wealth Management, LLC's EIN is 35-2676843.

EIN 35-2676843

Plan number 002

Plan year 2025

ACK ID 20260408113408NAL0013726962001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Compass Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Compass Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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