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Original filing (PDF)20251013072114NAL0000776481001
COMMONWEALTH FUSION SYSTEMS LLC
Form 5500
FILING_RECEIVED
CFS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,067
Accounts w/ balance
890
Plan assets (EOY)
$40.4M
Net assets (EOY)
$40.4M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMONWEALTH FUSION SYSTEMS LLC.
Plan sponsor
Name
COMMONWEALTH FUSION SYSTEMS LLC
EIN
82-3262257
Address
117 HOSPITAL ROAD · DEVENS, MA · 01434
Phone
(603) 540-5634
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FIDELITY MANAGEMENT TRUST COMPANY
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
TAWNEY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $62K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $4K | — |
Investments
38 direct securities· $40.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX 36,624 shares | — | — | $37K | $7.5M | 18.5% | |
| FID FDM IDX 2055 IPR 194,862 shares | — | — | $195K | $4.2M | 10.3% | |
| FID FDM IDX 2050 IPR 143,537 shares | — | — | $144K | $3.7M | 9.2% | |
| FID FDM IDX 2060 IPR 200,954 shares | — | — | $201K | $3.6M | 9.0% | |
| FID FDM IDX 2040 IPR 124,718 shares | — | — | $125K | $3.1M | 7.6% | |
| FID BLUE CHIP GR K6 72,185 shares | — | — | $72K | $2.7M | 6.6% | |
| FID FDM IDX 2045 IPR 86,192 shares | — | — | $86K | $2.2M | 5.5% | |
| FID FDM IDX 2035 IPR 66,905 shares | — | — | $67K | $1.6M | 3.9% | |
| AF AMER MUTUAL R6 21,637 shares | — | — | $22K | $1.2M | 3.0% | |
| FID FDM IDX 2065 IPR 74,778 shares | — | — | $75K | $1.1M | 2.7% | |
| FID GLB EX US IDX 74,925 shares | — | — | $75K | $1.1M | 2.7% | |
| FID MID CAP IDX 29,727 shares | — | — | $30K | $1.0M | 2.5% | |
| FID FDM IDX 2030 IPR 35,175 shares | — | — | $35K | $709K | 1.8% | |
| FID US BOND IDX 61,182 shares | — | — | $61K | $625K | 1.5% | |
| FID SM CAP IDX 20,925 shares | — | — | $21K | $579K | 1.4% | |
| FID INTL CAP APPR K6 34,241 shares | — | — | $34K | $552K | 1.4% | |
| FID GOVT MMKT K6 512,675 shares | — | — | $513K | $513K | 1.3% | |
| FID FDM IDX 2025 IPR 26,624 shares | — | — | $27K | $495K | 1.2% | |
| JPM GOVT BOND R6 | — | — | $50K | $470K | 1.2% | |
| RBC EMRG MKTS EQ R6 32,917 shares | — | — | $33K | $434K | 1.1% | |
| AM CENT MD CP VAL R6 22,791 shares | — | — | $23K | $354K | 0.9% | |
| AF GROWTH PTF R6 12,705 shares | — | — | $13K | $326K | 0.8% | |
| IMPAX GLB ENV MKT IS 13,963 shares | — | — | $14K | $318K | 0.8% | |
| Participant Loans Interest rates 5.50% to 10.50% | — | — | — | $297K | 0.7% | |
| AB SM CAP GRTH Z 3,157 shares | — | — | $3K | $233K | 0.6% | |
| FID TOTAL BOND K6 26,696 shares | — | — | $27K | $232K | 0.6% | |
| MFS MID CAP GRTH R6 7,159 shares | — | — | $7K | $225K | 0.6% | |
| FID FDM IDX 2020 IPR 12,690 shares | — | — | $13K | $200K | 0.5% | |
| AS SPL SM CAP VAL R6 4,535 shares | — | — | $5K | $183K | 0.5% | |
| AF GRTH & INC R6 8,834 shares | — | — | $9K | $169K | 0.4% | |
| C&S REALTY SHARES Z 2,198 shares | — | — | $2K | $145K | 0.4% | |
| CALV US LG CP CRI R6 2,735 shares | — | — | $3K | $139K | 0.3% | |
| FID INFL PR BD IDX 12,582 shares | — | — | $13K | $112K | 0.3% | |
| MFS MA INV TRUST R6 2,955 shares | — | — | $3K | $100K | 0.2% | |
| AF PRSRVTN PTF R6 6,323 shares | — | — | $6K | $59K | 0.1% | |
| AF MOD GR&INC PTF R6 1,089 shares | — | — | $1K | $20K | <0.1% | |
| IMPAX SUST ALLC IS 611 shares | — | — | — | $16K | <0.1% | |
| AF CSV GR&INC PTF R6 284 shares | — | — | — | $4K | <0.1% |