Compass Wealth Management

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

136

Total plan assets

$15.0M

Filings (rows)

Direct comp

$14K

Indirect comp

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
National Marine Mammal Foundation National Marine Mammal Foundation Retirement Plan · all filings	SAN DIEGO, CA	Other service providers	136	$15.0M	$14K	$0