How big is Compass Financial Group, Inc.'s plan?

Compass Financial Group, Inc.'s plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250403192151NAL0006762819001

Compass Financial Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Compass Financial Group, Inc. Cash Balance Pension Plan

Defined-benefit pension plan · Compass Financial Group, Inc.'s Compass Financial Group, Inc. Cash Balance Pension Plan held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Compass Financial Group, Inc.'s EIN is 46-0371894.

EIN 46-0371894

Plan number 002

Plan year 2024

ACK ID 20250403192151NAL0006762819001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Financial Group, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score