· 2022–2024 · DOL EFAST2
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COMPASS RET CONSULTING GROUP
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
427
Total plan assets
$2.8M
Filings (rows)
1
Direct comp
$18K
Indirect comp
$0
Showing only "COMPASS RET CONSULTING GROUP"
View all 8 variants aggregated →
COMPASS RETIREMENT CONSULTING GROUP
39
COMPASS RETIREMENT CONSULTING
3
COMPASS RETIREMENT
2
COMPASS RETIREMENT CONSULTANT GROUP
1
COMPASS RETIREMENT CONSULTING GR
1
COMPASS RETIREMENT CONSULTING GRP
1
SERVICES PROVIDED
TPA / Administrator
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
SUMMIT MANAGEMENT PARTNERS, LLC
SUMMIT MANAGEMENT PARTNERS, LLC 401(K) PLAN
WEST PALM BEACH, MA
TPA / Administrator
427
$2.8M
$18K
$0
COMPASS RETIREMENT CONSUTLING GROUP
1
COMPASS RET CONSULTING GROUP
1
COMPASS RET CONSULTING GROUP — Form 5500 Service Provider Profile | Form 5500 Search