Sponsor portfolio
COMPASS FINANCIAL GROUP, LLC
EIN 27-4273274Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$296K assets
Welfare
0
Participants
6
7000 HARPS MILL ROAD, SUITE 103 - RALEIGH, NC 27615919-714-7491
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 FINANCIAL GROUP 401(K) PLAN | 401k | $296K | 6 | 2024 |
Retirement plans