Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMPASS FINANCIAL GROUP, INC.
EIN 46-0371894financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
18
4300 S LOUISE AVE, SUITE 300 - SIOUX FALLS, SD 57106605-338-7150compassfin.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COMPASS FINANCIAL GROUP RETIREMENT PLAN
401k
Assets$2.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
COMPASS FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMPASS FINANCIAL GROUP RETIREMENT PLAN | 401k | $2.7M | 12 | 2025 | |
| 002 | COMPASS FINANCIAL GROUP, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.8M | 6 | 2025 |
Retirement plans