Sponsor portfolio
COMMONWEALTH CAPITAL MANAGEMENT, LLC
EIN 61-1382668financial servicesLatest filing 2025
Plans
2
Retirement
1
$606K assets
Welfare
1
Participants
8
10503 TIMBERWOOD CIRCLE, SUITE 205 - LOUSVILLE, KY 40223502-415-2007ccmresource.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COMMONWEALTH CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN
401k
Assets$606K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
COMMONWEALTH CAPITAL MANAGEMENT CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMMONWEALTH CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | 401k | $606K | 4 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COMMONWEALTH CAPITAL MANAGEMENT CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans