Sponsor portfolio
COMPASS FIDUCIARY GROUP LLC
EIN 27-3040443individual & family servicesLatest filing 2025
Plans
1
Retirement
1
$64K assets
Welfare
0
Participants
5
1480 E BETHANY HOME RD,, STE 130 STE, - PHOENIX, AZ 85014602-803-2766compassfidgroup.comLinkedIn1-10 employeesindividual & family services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMPASS FIDUCIARY GROUP LLC - 401(K) | 401k | $64K | 5 | 2025 |
Retirement plans