COMPASS FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
7
Active participants
20,371
Total plan assets
$11.7B
Filings (rows)
7
Direct comp
$161K
Indirect comp
$0
Aggregating 5 name variants under "COMPASS FINANCIAL"
SERVICES PROVIDED
Other4
Advisor / Consultant3
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING, TX | Other NONE | 11,679 | $11.6B | $21K |
| THE FRESH MARKET, INC. THE FRESH MARKET, INC. EMPLOYEES 401K SAVINGS PLAN | GREENSBORO, NC | Advisor / Consultant ADVISOR | 6,510 | $56.6M | $38K |
| SAMSON INVESTMENT HOLDING CO. SAMSON INVESTMENT HOLDING CO. RETIREMENT SAVINGS PLAN & TRUST | HIGH POINT, NC | Advisor / Consultant INVESTMENT ADVISORY | 1,408 | $30.2M | $32K |
| AGWRX AGWRX COOPERATIVE 401(K) PLAN | WATERTOWN, SD | Other NONE | 70 | $6.2M | $31K |
| REYNOLDS CONSUMER PRODUCTS LLC PENSION PLAN FOR REYNOLDS BARGAINING | LAKE FOREST, IL | Advisor / Consultant INVESTMENT ADVISORY | 339 | $4.9M | $6K |
| TRADEWINDS SERVICES, INC. TRADEWINDS SERVICES INC RETIREMENT PLAN | MERRILLVILLE, IN | Other NONE | 182 | $3.6M | $16K |
| TRADEWINDS SERVICES, INC. TRADEWINDS SERVICES INC RETIREMENT PLAN | MERRILLVILLE, IN | Other NONE | 183 | $2.9M | $18K |
