How big is Compass Financial Services LLC's plan?

Compass Financial Services LLC's plan reported $928K in assets and 2 participants for 2025.

Original filing (PDF)20260513150024NAL0015503938001

Compass Financial Services LLC

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

Form 5500-SF

FILING_RECEIVED

Compass Financial Services LLC 401(k) PS Plan

401(k) retirement plan · Compass Financial Services LLC's Compass Financial Services LLC 401(k) PS Plan held $928K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$928K

Net assets (EOY)

$928K

Plan identifiers

Compass Financial Services LLC's EIN is 85-2515062.

EIN 85-2515062

Plan number 001

Plan year 2025

ACK ID 20260513150024NAL0015503938001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Compass Financial Services LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

COMPASS FINANCIAL SERVICES LLC

EIN

all filings

Address

30 W MAIN ST STE 302 · WALLA WALLA, WA · 99362

Phone

(509) 956-3104

Industry

Finance & Insurance

Plan administrator