CORNERSTONE CAPITAL BANK 401(k) Plan
What public Form 5500 filings show about the CORNERSTONE CAPITAL BANK 401(k) plan — and how to find and check your own account.
The CORNERSTONE CAPITAL BANK 401(k) on its latest Form 5500
CORNERSTONE CAPITAL BANK (EIN 76-0236067) reports CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN on its most recent Form 5500, with $136.2M in plan assets across 1,434 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 CAPITAL BANK filing — schedules, fees, and providers.
Who runs the CORNERSTONE CAPITAL BANK 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CORNERSTONE CAPITAL BANK 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMERCE STREET INVESTMENT ADVISOR, WEALTH MANAGEMENT SYSTEMS.
How to check your CORNERSTONE CAPITAL BANK 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask CORNERSTONE CAPITAL BANK 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).