OpenERISA

Commonwealth Equity Services, LLC

Waltham, MA, 02451

EIN 04-2675571
Plans
2
Total participants
13,404
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523120
Plan sponsors in MassachusettsFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500503Commonwealth Equity Services, LLC Welfare Benefit Plan1,331
2024Form 5500002Commonwealth Financial Network 401(K) P/S Plan1,271
2024Form 5500503Commonwealth Equity Services, LLC Welfare Benefit Plan1,370
2023Form 5500002Commonwealth Financial Network 401(K) P/S Plan1,207
2023Form 5500503Commonwealth Equity Services, LLC Welfare Benefit Plan1,581
2022Form 5500002Commonwealth Financial Network 401(K) P/S Plan1,098
2022Form 5500503Commonwealth Equity Services, LLC Welfare Benefit Plan1,339
2021Form 5500002Commonwealth Financial Network 401(K) P/S Plan1,004
2021Form 5500503Commonwealth Equity Services, LLC Welfare Benefit Plan1,217
2020Form 5500002Commonwealth Financial Network 401(K) P/S Plan886
2020Form 5500503Commonwealth Equity Services, LLC Welfare Benefit Plan1,100

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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