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

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
TRADEWINDS SERVICES, INC. TRADEWINDS SERVICES INC RETIREMENT PLAN	MERRILLVILLE, IN	Investment manager	182	$3.6M	$16K	$0
TRADEWINDS SERVICES, INC. TRADEWINDS SERVICES INC RETIREMENT PLAN	MERRILLVILLE, IN	Investment manager