Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMMONWEALTH FINANCIAL RESOURCES
EIN 82-0540734Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$744K assets
Welfare
0
Participants
4
2 COURTHOUSE LN, UNIT 12 - CHELMSFORD, MA 01824978-323-7845
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $744K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COMMONWEALTH FINANCIAL RESOURCES CASH BALANCE PLAN
CashBalance
Assets$653K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COMMONWEALTH FINANCIAL RESOURCES 401(K) PLAN
401k
Assets$91K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMMONWEALTH FINANCIAL RESOURCES CASH BALANCE PLAN | CashBalance | $653K | 2 | 2025 | |
| 001 | COMMONWEALTH FINANCIAL RESOURCES 401(K) PLAN | 401k | $91K | 2 | 2025 |
Retirement plans