COMMONWEALTH FUND SERVICES, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 11.7 mo
Active participants
31
Accounts w/ balance
29
Plan assets (EOY)
$986K
Net assets (EOY)
$986K
Plan health score
Above-average plan
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
75
Total plan cost
n/a
Plan health
62
Vendor & structure
100
Knocking points off
Filed 11.7 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMONWEALTH FUND SERVICES, INC..
Plan sponsor
Name
COMMONWEALTH FUND SERVICES, INC.
EIN
54-1420054
Address
8730 STONY POINT PKWY STE 205 · RICHMOND, VA · 232351952
Phone
(804) 267-7400
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
COMMONWEALTH FUND SERVICES, INC.
EIN
54-1420054
City
RICHMOND, VA
Phone
(804) 267-7372
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-10-01
Tax period
2023-09-30
Filed
2025-08-06
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
