How big is Commercial Advisors, LLC's plan?

Commercial Advisors, LLC's plan reported $6.2M in assets and 59 participants for 2024.

Original filing (PDF)20250709073954NAL0004544961001

Commercial Advisors, LLC

Name: Commercial Advisors, LLC — Commercial Advisors, Form 5500 (2024)
Creator: Commercial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Commercial Advisors Retirement Plan

401(k) retirement plan · Commercial Advisors, LLC's Commercial Advisors Retirement Plan held $6.2M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

LORI Kirkpatrick signed Commercial Advisors, LLC's 2024 Form 5500 as plan administrator.

LORI Kirkpatrick — 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

Commercial Advisors, LLC's EIN is 43-2011976.

EIN 43-2011976

Plan number 002

Plan year 2024

ACK ID 20250709073954NAL0004544961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Commercial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Commercial Advisors, LLC'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 COMMERCIAL ADVISORS, LLC.

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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

Knocking points off