# Commonwealth Business Bank 401(k) Plan
Source: https://planprovider.pro/companies/commonwealth-business-bank-401k-plan

> Commonwealth Business Bank's 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Commonwealth Business Bank

- **Sponsor EIN:** 201779617

- **Sponsor Address:** 3435 WILSHIRE BLVD STE 700, LOS ANGELES, CA, 90010

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

- **Total Participants:** 171

- **Total Assets:** $20.0M

## 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|171|$20.0M|$863,493|$1.8M|

| 2023|173|$18.5M|$859,944|$1.7M|

| 2022|184|$16.9M|$964,443|$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|

| UNITED PLANNERS FNCL SVCS OF AMERIC|INVESTMENT/FINANCIAL ADVI|$33,745|—|$33,745|

| ADP, INC.|RECORD KEEPER|$8,637|—|$8,637|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,382

- **Estimated Expense Ratio:** 0.212% 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|$42,383|$34,949|—|—|—|

| 2023|$82,471|$43,557|—|—|—|

| 2022|$44,237|—|—|—|—|

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