· 2022–2024 · DOL EFAST2
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Compass Financial Mgmt
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
1
Active participants
11,679
Total plan assets
$11.6B
Filings (rows)
1
Direct comp
$21K
Indirect comp
$0
Showing only "COMPASS FINANCIAL MGMT"
View all 5 variants aggregated →
COMPASS FINANCIAL ADVISORS
3
COMPASS FINANCIAL PARTNERS
2
COMPASS FINANCIAL MGMT
1
COMPASS FINANCIAL GROUP
1
COMPASS FINANCIAL PARTNE
1
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Southwest Airlines Company
Southwest Airlines Pilots Retirement Savings Plan ·
all filings
IRVING, TX
Other service providers
11,679
$11.6B
$21K
$0
Compass Financial Mgmt — Form 5500 Service Provider Profile | Form 5500 Search