How big is Compass Financial Group's plan?

Compass Financial Group's plan reported $457K in assets and 4 participants for 2025.

Original filing (PDF)20260414220039NAL0019140977070

Compass Financial Group

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

Form 5500-SF

FILING_RECEIVED

Compass Financial Group 401(k) Plan

401(k) retirement plan · Compass Financial Group's Compass Financial Group 401(k) Plan held $457K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$457K

Net assets (EOY)

$457K

People on this filing

Elantha Barry signed Compass Financial Group's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Group's EIN is 83-3401879.

EIN 83-3401879

Plan number 001

Plan year 2025

ACK ID 20260414220039NAL0019140977070

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Compass Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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