How big is Commonwealth Financial Services, LLC's plan?

Commonwealth Financial Services, LLC's plan reported $4.3M in assets and 15 participants for 2024.

Original filing (PDF)20251001110121NAL0014154336001

Commonwealth Financial Services, LLC

Name: Commonwealth Financial Services, LLC — CFS 401(k), Form 5500 (2024)
Creator: Commonwealth Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFS 401(k) Profit Sharing Plan

401(k) retirement plan · Commonwealth Financial Services, LLC's CFS 401(k) Profit Sharing Plan held $4.3M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Commonwealth Financial Services, LLC's EIN is 55-0755058.

EIN 55-0755058

Plan number 001

Plan year 2024

ACK ID 20251001110121NAL0014154336001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Commonwealth Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMONWEALTH FINANCIAL SERVICES, 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