How big is Commonwealth Foundation's plan?

Commonwealth Foundation's plan reported $1.1M in assets and 15 participants for 2023.

Original filing (PDF)20240620125657NAL0001856656001

Commonwealth Foundation

Name: Commonwealth Foundation — Commonwealth Foundation, Form 5500 (2023)
Creator: Commonwealth Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Commonwealth Foundation, 401(k) Plan

401(k) retirement plan · Commonwealth Foundation's Commonwealth Foundation, 401(k) Plan held $1.1M in plan assets for 15 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Nick Rice signed Commonwealth Foundation's 2023 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Commonwealth Foundation's EIN is 23-2473845.

EIN 23-2473845

Plan number 001

Plan year 2023

ACK ID 20240620125657NAL0001856656001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Commonwealth Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Commonwealth Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMONWEALTH FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

COMMONWEALTH FOUNDATION

EIN

all filings

Address

225 STATE ST STE 302 · HARRISBURG, PA · 17101

Phone

(856) 287-9138

Industry

Other Services (ex. Public Admin)

Plan administrator