How big is Commonwise Holding Co., LLC's plan?

Commonwise Holding Co., LLC's plan reported $158K in assets and 164 participants for 2024.

Original filing (PDF)20250717153552NAL0000809072001

Commonwise Holding Co., LLC

Name: Commonwise Holding Co., LLC — Commonwise Home Care, Form 5500 (2024)
Creator: Commonwise Holding Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Commonwise Home Care 401(k) Plan

401(k) retirement plan · Commonwise Holding Co., LLC's Commonwise Home Care 401(k) Plan held $158K in plan assets for 164 participants in 2024.

Signals · 1

No auditor on file

Active participants

164

Accounts w/ balance

Plan assets (EOY)

$158K

Net assets (EOY)

$158K

People on this filing

Marcus Bowie signed Commonwise Holding Co., LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Commonwise Holding Co., LLC's EIN is 82-2967245.

EIN 82-2967245

Plan number 001

Plan year 2024

ACK ID 20250717153552NAL0000809072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Commonwise Holding Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Commonwise Holding Co., 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 COMMONWISE HOLDING CO., LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score