Form 5500 Search

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

SERVICES PROVIDED

Other4
Advisor / Consultant3

Top plans served

All 7 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect 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
COMPASS FINANCIAL — Form 5500 Service Provider Profile | Form 5500 Search