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

Compass Financial Resources, LLC's plan reported $1.1M in assets and 20 participants for 2024.

Original filing (PDF)20250702112535NAL0032865090001

Compass Financial Resources, LLC

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

Form 5500-SF

FILING_RECEIVED

Compass Financial Resources, LLC 401(k) Plan

401(k) retirement plan · Compass Financial Resources, LLC's Compass Financial Resources, LLC 401(k) Plan held $1.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

RUSS Lane signed Compass Financial Resources, LLC's 2024 Form 5500 as plan administrator.

RUSS Lane — 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 Resources, LLC's EIN is 52-2391389.

EIN 52-2391389

Plan number 001

Plan year 2024

ACK ID 20250702112535NAL0032865090001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Financial Resources, 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 COMPASS FINANCIAL RESOURCES, LLC.

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Plan health score

Above-average plan

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

Knocking points off