How big is Commonwealth Strategy Group LLC's plan?

Commonwealth Strategy Group LLC's plan reported $926K in assets and 6 participants for 2024.

Original filing (PDF)20250811142716NAL0007299809001

Commonwealth Strategy Group LLC

Name: Commonwealth Strategy Group LLC — CSG Employee, Form 5500 (2024)
Creator: Commonwealth Strategy Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CSG Employee Retirement Plan

401(k) retirement plan · Commonwealth Strategy Group LLC's CSG Employee Retirement Plan held $926K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$926K

Net assets (EOY)

$926K

People on this filing

DC Whitehead III signed Commonwealth Strategy Group LLC's 2024 Form 5500 as plan administrator.

DC Whitehead III — 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 Strategy Group LLC's EIN is 47-0984441.

EIN 47-0984441

Plan number 001

Plan year 2024

ACK ID 20250811142716NAL0007299809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Commonwealth Strategy Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Commonwealth Strategy Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 STRATEGY GROUP 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

Helping the score