# Commonwealth Associates INC. 401(k) Plan
Source: https://planprovider.pro/companies/commonwealth-associates-inc-401k-plan

> Commonwealth Associates INC.'s 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Commonwealth Associates INC.

- **Sponsor EIN:** 382809676

- **Sponsor Address:** 245 W MICHIGAN AVE, JACKSON, MI, 49201

- **Plan Type:** 401(k)

- **Total Participants:** 238

- **Total Assets:** $46.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|238|$46.5M|$1.6M|$2.0M|

| 2023|230|$41.0M|$1.8M|$1.9M|

| 2022|223|$34.4M|$1.1M|$1.8M|

## 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|

| BSSA|Auditor|$12,500|—|$12,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,500

- **Estimated Expense Ratio:** 0.027% of plan assets

### 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|$141,798|$92,137|$37,161|$12,500|—|

| 2023|$120,542|$80,745|$28,047|$11,750|—|

| 2022|$121,004|$85,767|$22,637|—|$12,600|

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