How big is The Compass Wealth Group, LLC's plan?

The Compass Wealth Group, LLC's plan reported $3.3M in assets and 6 participants for 2025.

Original filing (PDF)20260428094256NAL0015417968001

The Compass Wealth Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Compass Wealth Group, LLC 401(k) Plan

401(k) retirement plan · The Compass Wealth Group, LLC's The Compass Wealth Group, LLC 401(k) Plan held $3.3M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

The Compass Wealth Group, LLC's EIN is 45-3678078.

EIN 45-3678078

Plan number 001

Plan year 2025

ACK ID 20260428094256NAL0015417968001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Compass Wealth Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COMPASS WEALTH 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 (85th percentile).

Plan sponsor

Name

THE COMPASS WEALTH GROUP, LLC

EIN

all filings

Address

455 E PIKES PEAK AVENUE · COLORADO SPRINGS, CO · 80903

Phone

(719) 632-4188

Industry

Finance & Insurance

Plan administrator