Filings through .
Financial Compass Group, LLC
EIN 20-3992480financial servicesLatest filing 2025
Plans
2
Retirement
1
$4.0M assets
Health & Benefits
1
Participants
32
93 WORCESTER ST UNIT 103 - WELLESLEY, MA 024813609781-416-2900LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FINANCIAL COMPASS GROUP, 401(K) PROFIT SHARING PLAN
401(k)
Assets$4.0M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
FINANCIAL COMPASS GROUP, 401(K) PROFIT SHARING PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FINANCIAL COMPASS GROUP, 401(K) PROFIT SHARING PLAN | 401(k) | $4.0M | 16 | 2025 |
- #001 · 401(k) · 202516
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | FINANCIAL COMPASS GROUP, 401(K) PROFIT SHARING PLAN | Self-funded | - | $0 | 0 | 2025 |
- #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans