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Original filing (PDF)20251009131836NAL0003939283001
COMMIT ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
COMMIT ENTERPRISES, INC. 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
143
Accounts w/ balance
171
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMIT ENTERPRISES, INC..
Plan sponsor
Name
COMMIT ENTERPRISES, INC.
EIN
52-2345869
Address
4151 SPRUILL AVENUE · SUITE 300 · NORTH CHARLESTON, SC · 29405
Phone
(301) 752-1661
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-09
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)
Audit & trust (Schedule H)
Auditor
FORGE FINANCIAL AND MGMT CONSULTING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | RIA | $17K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | RIA | $16K | — |
Investments
34 direct securities · 3 pooled funds· $15.5M(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
$15.4M
34 holdings
Common Collective Trust
$94K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Info Tech Index Fund - | — | — | — | $3.1M | 20.1% | |
| Fidelity 500 Index Fund - | — | — | — | $2.2M | 14.0% | |
| American Funds American Funds Target 2045 Fund - | — | — | — | $1.8M | 11.4% | |
| American Funds American Funds Target 2040 Fund - | — | — | — | $1.4M | 9.3% | |
| JP Morgan JPMorgan Large Growth Fund - | — | — | — | $1.4M | 8.9% | |
| American Funds American Funds Target 2035 Fund - | — | — | — | $1.2M | 7.5% | |
| American Funds American Funds Target 2055 Fund - | — | — | — | $646K | 4.2% | |
| American Funds American Funds Target 2050 Fund - | — | — | — | $580K | 3.8% | |
| American Funds American Funds Target 2065 Fund - | — | — | — | $407K | 2.6% | |
| American Funds American Funds American Balanced Fund - | — | — | — | $387K | 2.5% | |
| American Funds American Funds Target 2030 Fund - | — | — | — | $334K | 2.2% | |
| American Funds American Funds Target 2025 Fund - | — | — | — | $261K | 1.7% | |
| Vanguard Utilities Index Fund - | — | — | — | $242K | 1.6% | |
| Prudential PGIM Global Total Return Fund - | — | — | — | $236K | 1.5% | |
| Invesco Gold and Special Minerals Fund - | — | — | — | $211K | 1.4% | |
| American Funds American Funds Target 2060 Fund - | — | — | — | $191K | 1.2% | |
| John Hancock Loans receivable from participants 9.50% | — | — | — | $130K | 0.8% | |
| Vanguard Energy Fund - | — | — | — | $127K | 0.8% | |
| MFS Mid Cap Growth Fund - | — | — | — | $125K | 0.8% | |
| American Funds American Funds New Perspective Fund - | — | — | — | $76K | 0.5% | |
| Vanguard Small Growth Index Fund - | — | — | — | $54K | 0.3% | |
| JH STABLE VALUE FUND GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $53K | 0.3% | |
| T. Rowe Price T. Rowe Price Health Sciences Fund - | — | — | — | $51K | 0.3% | |
| American Funds American Funds Target 2015 Fund - | — | — | — | $47K | 0.3% | |
| Vanguard Small Cap Value Index Fund - | — | — | — | $40K | 0.3% | |
| MFS Mid Cap Value Fund - | — | — | — | $40K | 0.3% | |
| WILMINGTON LARGE CAP VALUE GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $35K | 0.2% | |
| Fidelity Total International Index Fund - | — | — | — | $34K | 0.2% | |
| Fidelity Mid Cap Index Fund - | — | — | — | $34K | 0.2% | |
| T. Rowe Price T. Rowe Price Financial Services Fund - | — | — | — | $33K | 0.2% | |
| Prudential PGIM High Yield Fund - | — | — | — | $23K | 0.2% | |
| PIMCO Income Fund - | — | — | — | $21K | 0.1% | |
| Fidelity Advisor Total Bond Fund - | — | — | — | $15K | <0.1% | |
| Fidelity Small Cap Index Fund - | — | — | — | $12K | <0.1% | |
| Lazard Emerging Markets Equity Fund - | — | — | — | $10K | <0.1% | |
| INTERNATIONAL GROWTH FUND II GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| Dodge & Cox Dodge & Cox International Stock Fund - | — | — | — | $2K | <0.1% |