Plans listing this provider
32
0.06% of the 56,420 plans with Schedule H financials; 39 in 2023
Providers › Commonwealth Financial Network
Commonwealth Financial Network
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,188,770
Assets of those plans
$1,384,990,940
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,188,770
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 30 |
| 50 | Direct payment from the plan | 16 |
| 26 | Investment advisory (participants) | 4 |
| 16 | Consulting (general) | 2 |
| 28 | Investment management | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 33 | Securities brokerage | 1 |
| 49 | Other services | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Cozen Oconnor Profit Sharing Plan a | Cozen Oconnor | $750,757,833 | 1,961 | $125,000 |
| Bernstein Shur Sawyer & Nelson P.A. 401(k) Plan | Bernstein Shur Sawyer & Nelson | $136,554,140 | 289 | $15,000 |
| Sheet Metal Workers International Assoc., Local 3 401(k) Plan | Sheet Metal Workers International Assoc. Local 3 | $51,999,271 | 820 | $55,467 |
| Service Access & Management, Inc. Employees' 401(k) Plan | Service Access & Management | $43,068,445 | 892 | $89,158 |
| DGA 401(k) Profit Sharing Plan | DG Architects Inc. DGA | $40,247,209 | 179 | $91,124 |
| Gibson Insurance Agency, Inc. 401(k) Plan | Gibson Insurance Agency | $38,114,710 | 246 | $45,000 |
| Helwig Carbon Products, Inc. Profit Sharing Retirement Plan | Helwig Carbon Products | $37,310,544 | 316 | $33,590 |
| Belletete's, Inc. 401(k) Profit Sharing Plan | Belletetes | $36,391,777 | 325 | $69,817 |
| BBG 401(k) Plan | BBG | $30,855,044 | 668 | $54,094 |
| Plimpton & Hills Corporation Employees Savings Trust | Plimpton & Hills | $30,280,941 | 328 | $59,602 |
| Acme Smoked Fish Corp. 401(k) Profit Sharing Plan | Acme Smoked Fish | $22,102,559 | 490 | $99,249 |
| Falvey Linen Supply, Inc. 401(k) Retirement Plan | Falvey Linen Supply | $17,791,460 | 241 | $4,167 |
| Boston Centerless 401(k) Plan | Boston Centerless | $14,512,675 | 139 | $16,000 |
| Coleman Oil Company 401(k) Plan | Coleman Oil | $13,025,097 | 179 | $41,592 |
| Comniscient Technologies, LLC 401(k) P/S Plan | Comniscient Technologies | $12,679,154 | 160 | $28,206 |
| Chapel Hill Tire Company, Inc. Retirement Plan | Chapel Hill Tire | $12,029,584 | 152 | $21,968 |
| Lloyd, Inc. 401(k) Profit Sharing Plan and Trust | Lloyd | $11,011,465 | 111 | $35,660 |
| Sion Power Corporation 401(k) Trust | Sion Power | $10,782,793 | 111 | $8,155 |
| Bishop Mccann LLC 401(k) P/S Plan | Bishop Mccann | $10,245,591 | 132 | $10,585 |
| Northern Pines Mental Health Center, Inc. 401(k) Plan | Northern Pines Mental Health Center | $9,415,214 | 274 | $21,746 |
| D & M Contracting, Inc. Davis Bacon 401(k) Profit Sharing Plan | D & M Contracting | $9,011,235 | 113 | $41,371 |
| Monterey Pacific, LLC Retirement Plan | Monterey Pacific | $8,923,389 | 146 | $27,371 |
| Safeway Enterprises, LLC 401(k) Plan | Safeway Enterprises | $8,184,161 | 96 | $27,658 |
| Mathews Brothers Company 401(k) Plan | Mathews Brothers | $7,342,671 | 269 | $14,089 |
| Jcj-raleigh, LLC 401(k) Plan | Jcj-raleigh | $5,217,513 | 266 | $23,989 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.