Original filing (PDF)20251001125743NAL0012641921001

COMMERCIAL HOLDINGS, LLC

Name: COMMERCIAL HOLDINGS, LLC — COMMERCIAL HOLDINGS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: COMMERCIAL HOLDINGS, LLC

Form 5500

FILING_RECEIVED

COMMERCIAL HOLDINGS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 2

49% in single holding~733 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

How this plan invests

This plan

1 pooled trust

Schedule D

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMERCIAL HOLDINGS, LLC.

Plan sponsor

Name

COMMERCIAL HOLDINGS, LLC

EIN

04-3743756

Address

700 VIRGINIA STREET EAST, SUITE 220 · CHARLESTON, WV · 253012297

Phone

(304) 712-3056

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Investments

3 direct securities · 1 pooled fund· $59K(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$31K

2 holdings

Mutual Funds

$27K

1 holding

Common Collective Trust

$2K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	T Rowe Price TRP Retire 2030 I	—	—	—	$29K	49.0%
	T Rowe Price TRP Retire 2005 I

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