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.
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.
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.
