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COMMONWEALTH REAL ESTATE SERVICE — COMMONWEALTH REAL ESTATE SERVICES EMPLOYEES' SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250613145409NAL0013668131001
COMMONWEALTH REAL ESTATE SERVICE
Form 5500-SF
FILING_RECEIVED
COMMONWEALTH REAL ESTATE SERVICES EMPLOYEES' SAVINGS PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
273
Accounts w/ balance
81
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COMMONWEALTH REAL ESTATE SERVICE
.
Find decision makers
Plan sponsor
Name
COMMONWEALTH REAL ESTATE SERVICE
EIN
93-0905253
Address
18150 SW BOONES FERRY ROAD · PORTLAND, OR · 97224
Phone
(503) 244-2300
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-13
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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DOLPHIN PARTNERS, INC.
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$2.9M · 13 participants
MILLENNIUM REAL ESTATE SERVICE, LLC
MILLENNIUM REAL ESTATE SERVICE 401(K) PROFIT SHARING PLAN
$2.9M · 60 participants
THE AVALON ASSOCIATION MANAGEMENT GROUP, INC.
AVALON 401(K) PLAN
$2.9M · 29 participants
OISHI'S PROPERTY MANAGEMENT
OISHI'S PROPERTY MANAGEMENT 401(K) PLAN
$2.9M · 14 participants
TCD MANAGEMENT CORP.
TCD MANAGEMENT CORP. 401(K) RETIREMENT PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.9M · 3 participants
INNOVA SERVICES CORPORATION
INNOVA SERVICES CORPORATION 401(K) PLAN
$2.9M · 23 participants
Large plans in Oregon
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SEPARATE ACCOUNT A
$12.5B
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DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
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MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
