# Commonwealth Equity Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/commonwealth-equity-services-llc-042675571-503

> Commonwealth Equity Services, LLC's 401(k) plan: 1,331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Commonwealth Equity Services, LLC

- **Sponsor EIN:** 042675571

- **Sponsor Address:** 29 SAWYER ROAD, WALTHAM, MA, 02453

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

- **Plan Number:** 503

- **Total Participants:** 1,331

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|1,331|$0|$0|$0|

| 2024|1,370|$0|$0|$0|

| 2023|1,581|$0|$0|$0|

| 2022|1,339|$0|$0|$0|

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