OpenERISA

Compass Wealth Management, LLC

Guilford, CT, 06437

EIN 35-2676843
Plans
1
Total participants
18
Filing years
2024, 2025, 2023, 2022
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF002Compass Wealth Management, LLC 401 (K) Profit Sharing Plan5
2024Form 5500-SF002Compass Wealth Management, LLC 401 (K) Profit Sharing Plan5
2023Form 5500-SF002Compass Wealth Management, LLC 401 (K) Profit Sharing Plan4
2022Form 5500-SF002Compass Wealth Management, LLC 401 (K) Profit Sharing Plan4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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