How big is Commonwealth Insurance Agency, LLC's plan?

Commonwealth Insurance Agency, LLC's plan reported $18K in assets and 2 participants for 2025.

Original filing (PDF)20260427221101NAL0005081011041

Commonwealth Insurance Agency, LLC

Name: Commonwealth Insurance Agency, LLC — Commonwealth, Form 5500 (2025)
Creator: Commonwealth Insurance Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Commonwealth Insurance Agency 401(k) Plan

401(k) retirement plan · Commonwealth Insurance Agency, LLC's Commonwealth Insurance Agency 401(k) Plan held $18K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan identifiers

Commonwealth Insurance Agency, LLC's EIN is 81-1149547.

EIN 81-1149547

Plan number 001

Plan year 2025

ACK ID 20260427221101NAL0005081011041

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Commonwealth Insurance Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Commonwealth Insurance Agency, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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