Original filing (PDF)20230731123627NAL0009014499001

COMPASS FINANCIAL GROUP

Name: COMPASS FINANCIAL GROUP — COMPASS FINANCIAL GROUP SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: COMPASS FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

COMPASS FINANCIAL GROUP SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

COMPASS FINANCIAL GROUP

EIN

83-3401879

Address

6277 RIVERSIDE DRIVE · SUITE 2N · DUBLIN, OH · 43017

Phone

(614) 791-0093

Industry

Professional & Technical Servicessee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-31

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

WARFIGHTER FOCUSED LOGISTICS INC.

WFL 401(K) PLAN

CONCILIUM INFORMATION SYSTEMS INC

CONCILIUM INFORMATION SYSTEMS 401(K) PLAN

ALPINE SHARK, LLC

ALPINE SHARK 401(K) PLAN

THE POPULIST AGENCY, INC.

THE POPULIST AGENCY 401(K) PLAN

NWA BIZ SOLUTIONS LLC

NWA BIZ SOLUTIONS LLC 401K PLAN