Plans listing this provider
308
0.55% of the 56,420 plans with Schedule H financials; 323 in 2023
Providers › Commonwealth Financial Network
Commonwealth Financial Network
- Service provider, as named on Schedule C
- EIN 042675571
- Plan year 2024
- Direct compensation reported $8,264,843
Assets of those plans
$15,504,164,856
0.20% of all Schedule H plan assets
Plans where it is the recordkeeper
32
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$8,264,843
72% 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) | 186 |
| 99 | Other fees | 112 |
| 26 | Investment advisory (participants) | 61 |
| 50 | Direct payment from the plan | 61 |
| 49 | Other services | 34 |
| 21 | Trustee (bank, trust company or similar) | 32 |
| 64 | Recordkeeping fees | 32 |
| 15 | Recordkeeping and information management | 31 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement | $1,768,512,554 | 255,088 | $45,885 |
| WPMG 401(k) Retirement Savings Plan | Washington Permanente Medical Group | $1,469,819,796 | 2,248 | $19,500 |
| Jack Henry & Associates, Inc 401k Retirement Savings Plan | Jack Henry & Associates | $1,356,662,213 | 8,380 | $74,039 |
| Nelson Mullins Retirement Plan | Nelson Mullins Riley & Scarborough | $678,896,478 | 2,527 | $24,219 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $6,209 |
| M. C. Dean, Inc. 401(k) Plan | M.C. Dean | $475,093,756 | 7,412 | $75,000 |
| Day Pitney Profit Sharing and 401(k) Plan | Day Pitney | $375,555,177 | 1,040 | $7,846 |
| Ryan Companies US, Inc. Retirement Plan | Ryan Companies US | $324,013,283 | 1,848 | $84,866 |
| Datadog 401(k) Plan | Datadog | $300,752,797 | 5,424 | $32,000 |
| Hypertherm, Inc. Retirement Savings Plan | Hypertherm | $297,496,583 | 1,935 | $68,744 |
| Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan | Sansum Santa Barbara Medical Clinic | $235,797,512 | 317 | $11,208 |
| Mavis Tire Supply LLC 401(k) Planrecordkeeper | Mavis Tire Supply | $202,010,820 | 13,762 | $208,161 |
| United Fire Group 401(k) Plan | United Fire Group | $150,098,435 | 1,285 | $0 |
| Open PEP 2 | Plan Professionals | $144,799,461 | 2,254 | $82,491 |
| Digi International Inc. 401(k) Savings and Profit Sharing Plan | Digi International | $143,110,816 | 848 | $35,000 |
| Motion Recruitment Partners, LLC 401(k) Plan | Stride & Associates | $126,704,818 | 4,064 | $53,063 |
| Relation Insurance, Inc. Retirement Savings Plan | Relation Insurance | $114,933,175 | 1,479 | $0 |
| Familycare Medical Group, P.C. 401(k) Plan | Familycare Medical Group | $109,888,551 | 943 | $0 |
| Red River 401(k) Retirement Plan | Red River Technology | $101,282,799 | 954 | $146,066 |
| Boston Children's Health Physicians, LLP 401(k) Retirement Plan | Boston Children's Health Physicians | $98,419,718 | 1,149 | $0 |
| Swire Water 401(k) Retirement Savings Plan | JS&S (water Holdings) | $95,875,113 | 774 | $106,456 |
| Inovex Information Systems 401(k) Plan | Inovex Information Systems | $89,573,320 | 753 | $67,478 |
| Vaughn Industries, LLC 401k Profit Sharing Plan | Vaughn Industries | $87,469,147 | 877 | $0 |
| Tom Mcleod Software Corp. 401(k) Profit Sharing Plan | Tom Mcleod Software | $86,339,344 | 719 | $63,500 |
| Goengineer, Inc. Retirement Plan | Goengineer | $85,259,566 | 781 | $88,716 |
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.