Billy Friesen signed Commonwealth Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commonwealth Holdings, Inc.'s EIN is 36-5040351.
Download the official 2024 Form 5500 (PDF) for Commonwealth Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Commonwealth Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OASIC WEALTH, INC | 93-0987232 | — | INVESTMENT ADVISOR | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2025 Trgt Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $3.9M | 17.0% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $3.6M | 15.7% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $3.5M | 15.2% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $1.9M | 8.1% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $1.7M | 7.3% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $1.6M | 7.1% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 5.8% | |
| John Hancock Stable Value Guaranteed Inc Guaranteed Investment Contract N/A | Stable Value | — | — | $927K | 4.0% | |
| iShares S&P 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $847K | 3.7% | |
| Vanguard Information Technology Index Fund Admiral Shares Mutual Fund N/A | Common Collective Trusts | — | — | $491K | 2.1% | |
| Fidelity Small Cap Value Index Fund Mutual Fund N/A 550 JPMorgan Growth Advantage Fund R6 Mutual Fund N/A | Common Collective Trusts | — | — | $464K | 2.0% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Fund N/A | Common Collective Trusts | — | — | $429K | 1.9% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $358K | 1.5% | |
| DFA US Large Company Portfolio Mutual Fund N/A | Mutual Funds | — | — | $300K | 1.3% | |
| BNY Mellon Natural Resources Fund Class Y Mutual Fund N/A | Other securities | — | — | $232K | 1.0% | |
| American Funds New Perspective Fund R6 Mutual Fund N/A | Mutual Funds | — | — | $171K | 0.7% | |
| Vanguard Value Index Fund Admiral Shares Mutual Fund N/A | Common Collective Trusts | — | — | $165K | 0.7% | |
| Fidelity International Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $148K | 0.6% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 4.25%-9.50% - | Bonds / Notes | — | — | $133K | 0.6% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund N/A | Mutual Funds | — | — | $121K | 0.5% | |
| Putnam Large Cap Value Fund R6 Mutual Fund N/A | Mutual Funds | — | — | $107K | 0.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $92K | 0.4% | |
| JPMorgan Mid Cap Growth Fund R6 Mutual Fund N/A | Other securities | — | — | $85K | 0.4% | |
| DFA US Small Cap Portfolio Mutual Fund N/A | Mutual Funds | — | — | $72K | 0.3% | |
| PIMCO Income Fund Mutual Fund N/A | Mutual Funds | — | — | $66K | 0.3% | |
| Putnam Global Health Care Fund Mutual Fund N/A | Mutual Funds | — | — | $53K | 0.2% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund N/A | Common Collective Trusts | — | — | $51K | 0.2% | |
| Fidelity Small Cap Growth Index Mutual Fund N/A | Mutual Funds | — | — | $36K | 0.2% | |
| Principal High Yield Fund R6 Mutual Fund N/A | Other securities | — | — | $34K | 0.1% | |
| DFA US Vector Equity Portfolio Mutual Fund N/A | Mutual Funds | — | — | $23K | <0.1% | |
| Nuveen Small Cap Blend Index R6 Mutual Fund N/A | Mutual Funds | — | — | $15K | <0.1% | |
| MFS International Intrinsic Value Fund R6 Mutual Fund N/A | Mutual Funds | — | — | $15K | <0.1% | |
| PIMCO Real Return Fund Mutual Fund N/A | Mutual Funds | — | — | $10K | <0.1% | |
| JPMorgan US Government Money Market Fund Capital Class Mutual Fund N/A | Cash / Money Market | — | — | $9K | <0.1% | |
| DFA US Targeted Value Portfolio Mutual Fund N/A | Mutual Funds | — | — | $8K | <0.1% | |
| DFA Emerging Markets Core Equity 2 Portfolio Mutual Fund N/A | Mutual Funds | — | — | $7K | <0.1% | |
| Janus Henderson Contrarian Fund Class N Mutual Fund N/A | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Mid Cap Value Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $4K | <0.1% | |
| Loomis Sayles Small Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
