CORNERSTONE ADVISORS OF ARIZONA LLC 401(k) Plan
What public Form 5500 filings show about the CORNERSTONE ADVISORS OF ARIZONA LLC 401(k) plan — and how to find and check your own account.
The CORNERSTONE ADVISORS OF ARIZONA LLC 401(k) on its latest Form 5500
CORNERSTONE ADVISORS OF ARIZONA LLC (EIN 75-2990539) reports CORNERSTONE ADVISORS OF ARIZONA, LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $34.5M in plan assets across 208 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CORNERSTONE ADVISORS OF ARIZONA LLC filing — schedules, fees, and providers.
Who runs the CORNERSTONE ADVISORS OF ARIZONA LLC 401(k)?
CORNERSTONE ADVISORS OF ARIZONA LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CORNERSTONE ADVISORS OF ARIZONA LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BANKERS TRUST.
How to check your CORNERSTONE ADVISORS OF ARIZONA LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CORNERSTONE ADVISORS OF ARIZONA LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).