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  1. Companies/
  2. Compass 360, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Compass 360, LLC

EIN 81-1939215-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$54.0M assets
Welfare
0
Participants
1,471
118 PORTSMOUTH AVENUE, SUITE D201 - STRATHAM, NH 03885603-778-9920
Plans on this EIN
2 filings
#333401(k)-$44.5M - 873 part#334401(k)-$9.5M - 598 part

Retirement portfolio analytics

2 plans aggregated / $54.0M assets / 1,471 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • TO RETIRE PEP (#333)82%
  • RETIREWISE 401(K) (#334)18%
Total $54.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TO RETIRE PEP (#333)873
  • RETIREWISE 401(K) (#334)598
Total 1,471Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

FREEDOM TO RETIRE PEP

401(k)

Assets$44.5M
Participants873
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334

RETIREWISE 401(K) PLAN

401(k)

Assets$9.5M
Participants598
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333FREEDOM TO RETIRE PEP401(k)$44.5M8732025
334RETIREWISE 401(K) PLAN401(k)$9.5M5982025
Retirement plans
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