How big is Compass Wealth Management LLC's plan?

Compass Wealth Management LLC's plan reported $538K in assets and 2 participants for 2024.

Original filing (PDF)20250801094037NAL0007047025001

Compass Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Compass Wealth Management LLC Cash Balance Pension Plan

Defined-benefit pension plan · Compass Wealth Management LLC's Compass Wealth Management LLC Cash Balance Pension Plan held $538K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

Plan identifiers

Compass Wealth Management LLC's EIN is 93-2719191.

EIN 93-2719191

Plan number 002

Plan year 2024

ACK ID 20250801094037NAL0007047025001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Compass Wealth Management LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score