Plan Snapshot
- Plan Sponsor: Commercial Holdings, LLC
- Sponsor EIN: 043743756
- Sponsor Address: 700 VIRGINIA STREET EAST, SUITE 220, CHARLESTON, WV, 253012297
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $59,144
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1 | $59,144 | $0 | $0 |
| 2023 | 1 | $5.8M | $80,242 | $413,206 |
| 2022 | 1,278 | $12.0M | $244,022 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GRAY GRIFFITH & MAYS A.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,747 | $3,412 | — | — | — |
| 2023 | $87,760 | $37,417 | — | — | — |
| 2022 | $104,162 | $42,138 | $62,024 | — | — |