P 401(k) Plan Report

Stable plan record

COMPASS PLANNING ASSOC INC RETIREMENT TRUST

Sponsored by COMPASS PLANNING ASSCOSIATES, INC. · EIN/PN 202040144-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
-$0
Administrative cost per participant
2025
$0
Active participants
2025
5
Total plan assets
2025
$1,210,461
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260608115823NAL00037354250015-$0
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.