How big is Compass Rose Financial Planning's plan?

Compass Rose Financial Planning's plan reported $758K in assets and 3 participants for 2025.

Original filing (PDF)20260403121613NAL0006650498001

Compass Rose Financial Planning

Name: Compass Rose Financial Planning — Compass Rose, Form 5500 (2025)
Creator: Compass Rose Financial Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Compass Rose Financial Planning 401(k) & Profit Sharing Plan

401(k) retirement plan · Compass Rose Financial Planning's Compass Rose Financial Planning 401(k) & Profit Sharing Plan held $758K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$758K

Net assets (EOY)

$758K

People on this filing

Robert Machado signed Compass Rose Financial Planning's 2025 Form 5500 as plan administrator.

Robert Machado — 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 Rose Financial Planning's EIN is 82-5131307.

EIN 82-5131307

Plan number 001

Plan year 2025

ACK ID 20260403121613NAL0006650498001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Compass Rose Financial Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Compass Rose Financial Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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