Anthony M. Ward ESQ. signed Kompass Kapital Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kompass Kapital Management LLC's EIN is 46-5627934.
Download the official 2024 Form 5500 (PDF) for Kompass Kapital Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kompass Kapital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AIC FBO TFB ADVISORS, LLC | 47-0663374 | LINCOLN, NE | ADVISOR | $17K | — |
| AMERITAS ADVISORY SERVICES, LLC |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-0663374 |
| LINCOLN, NE |
| ADVISOR |
| $9K |
| — |
