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WEALTH COMPASS FINANCIAL

EIN 82-2994921-financial services-Latest filing 2024
Plans
1
Retirement
1
$69K assets
Welfare
0
Participants
14
5860 OWENS AVENUE, SUITE 150 - CARLSBAD, CA 92008760-509-4000wealthcompassfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$69K - 14 part

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Retirement#001

WEALTH COMPASS FINANCIAL 401(K) PLAN

401k

Assets$69K
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEALTH COMPASS FINANCIAL 401(K) PLAN401k$69K142024
Retirement plans
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