What public Form 5500 filings show about the Commonwealth Strategy Group LLC 401(k) plan — and how to find and check your own account.
Commonwealth Strategy Group LLC (EIN 47-0984441) reports CSG EMPLOYEE RETIREMENT PLAN on its most recent Form 5500, with $926K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Commonwealth Strategy Group LLC filing — schedules, fees, and providers.
Commonwealth Strategy Group LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Commonwealth Strategy Group LLCHR for the recordkeeper’s name and login.
