Back to filter
Original filing (PDF)20250722144144NAL0001442659001
COMMERCIAL SOFTWARE, INC.
Form 5500-SF
FILING_RECEIVED
COMMERCIAL SOFTWARE, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
7
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMERCIAL SOFTWARE, INC..
Plan sponsor
Name
COMMERCIAL SOFTWARE, INC.
EIN
56-1294439
Address
5214 WESTERN BLVD · RALEIGH, NC · 276061642
Phone
(919) 851-2010
Industry
Custom Computer Programming· 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
2025-07-22
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Custom Computer Programming plans
ALTURA CONSULTING INC.
ALTURA CONSULTING 401(K) PLAN
$1.3M · 43 participants
KAVA LABS INC
KAVA LABS INC 401(K) PLAN
$1.3M · 12 participants
DEFINITIVE INNOVATIVE SOLUTIONS LLC
DEFINITIVE INNOVATIVE SOLUTIONS LLC 401(K) PLAN
$1.3M · 45 participants
REWIND AI, INC.
REWIND AI 401(K) PLAN
$1.3M · 17 participants
BRIGHTECH VENTURES, LLC
BRIGHTECH VENTURES LLC 401(K) RETIREMENT PLAN
$1.3M · 10 participants
ARTEMIS INTELLIGENCE, LLC
ARTEMIS INTELLIGENCE 401(K) PLAN
$1.3M · 4 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
