Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMPASS WEALTH MANAGEMENT LLC
EIN 93-2719191real estateLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
6
500 SILVER SPUR, STE. 105 - ROLLING HILLS ESTATES, CA 90275310-421-9177cpestman.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 6 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#002
COMPASS WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
COMPASS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
401k
Assets$386K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMPASS WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 2 | 2025 | |
| 001 | COMPASS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 401k | $386K | 4 | 2025 |
Retirement plans