Sponsor portfolio
INCOMPASS FINANCAL PARTNERS
EIN 83-4451622financial servicesLatest filing 2024
Plans
1
Retirement
1
$781K assets
Welfare
0
Participants
8
4994 LOWER ROSWELL RD, SUITE 4 - MARIETTA, GA 30068770-971-9141incompassfp.comLinkedIn1-10 employeesfinancial services
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 | INCOMPASS FINANCIAL PARTNERS 401(K) PLAN | 401k | $781K | 8 | 2024 |
Retirement plans