Compass Financial Advisors

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

Active participants

365

Total plan assets

$6.5M

Filings (rows)

Direct comp

$33K

Indirect comp

Showing only "COMPASS FINANCIAL ADVISORS"

View all 5 variants aggregated →

COMPASS FINANCIAL PARTNERS2 COMPASS FINANCIAL ADVISORS2 COMPASS FINANCIAL MGMT1 COMPASS FINANCIAL GROUP1 COMPASS FINANCIAL PARTNE1

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Tradewinds Services, Inc. Tradewinds Services Inc. Retirement Plan · all filings	MERRILLVILLE, IN	Investment manager	182	$3.6M	$16K	$0
Tradewinds Services, Inc. Tradewinds Services Inc. Retirement Plan · all filings	MERRILLVILLE, IN	Investment manager	183	$2.9M	$18K	$0