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COMPASS FINANCIAL ADVISORS, LLC

EIN 35-2045037-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
10
9933 DUPONT CIR WEST, STE 100 - FORT WAYNE, IN 46825260-490-7878compassadvisor.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.8M - 10 part

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Retirement#001

COMPASS FINANCIAL ADVISORS, LLC 401(K) PLAN

401k

Assets$1.8M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMPASS FINANCIAL ADVISORS, LLC 401(K) PLAN401k$1.8M102024
Retirement plans
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