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  1. Companies/
  2. Charthouse LLC D/B/a Compass Financial Partners

Filings through Oct 24, 2026.

Charthouse LLC D/B/a Compass Financial Partners

EIN 87-3705797-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$952K assets
Health & Benefits
0
Participants
15
272 E DEERPATH RD, SUITE 204 - LAKE FOREST, IL 60045847-573-6815
Plans on this EIN
1 filing
#001401(k)-$952K - 15 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

COMPASS FINANCIAL PARTNERS RETIREMENT PLAN

401(k)

Assets$952K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COMPASS FINANCIAL PARTNERS RETIREMENT PLAN401(k)$952K152024
  • COMPASS FINANCIAL PARTNERS RETIREMENT PLAN$952K
    #001 · 401(k) · 202415
Retirement plans
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