Original filing (PDF)20250728095159NAL0001813249001

COMMONWEALTH INVESTMENT MANAGEMENT

Name: COMMONWEALTH INVESTMENT MANAGEMENT — COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN, Form 5500 (2024)
Creator: COMMONWEALTH INVESTMENT MANAGEMENT

Form 5500-SF

FILING_RECEIVED

COMMONWEALTH INVESTMENT MANAGEMENT GROUP, LLC 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMONWEALTH INVESTMENT MANAGEMENT.

Plan sponsor

Name

COMMONWEALTH INVESTMENT MANAGEMENT

EIN

83-0397425

Address

20 TWIN LEAR ROAD · PIPERSVILLE, PA · 18947

Phone

(267) 794-3000

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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