Original filing (PDF)20250729201529NAL0001577939001

COMMONWEALTH CAPITAL MANAGEMENT, LLC

Name: COMMONWEALTH CAPITAL MANAGEMENT, LLC — COMMONWEALTH CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: COMMONWEALTH CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

COMMONWEALTH CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMONWEALTH CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

COMMONWEALTH CAPITAL MANAGEMENT, LLC

EIN

61-1382668all filings

Address

10503 TIMBERWOOD CIRCLE, SUITE 205 · LOUSVILLE, KY · 40223

Phone

(502) 415-2007

Industry

Finance & Insurancesee all

Plan administrator