CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, LLC 401(k) Plan
What public Form 5500 filings show about the CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, LLC 401(k) plan — and how to find and check your own account.
The CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, LLC 401(k) on its latest Form 5500
CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, LLC (EIN 47-1105678) reports CORNERSTONE WEALTH 401(K) PLAN on its most recent Form 5500, with $742K in plan assets across 4 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 WEALTH ADVISORY AND INSURANCE SERVICES, LLC filing — schedules, fees, and providers.
Who runs the CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, LLC 401(k)?
CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, 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 WEALTH ADVISORY AND INSURANCE SERVICES, LLCHR for the recordkeeper’s name and login.
How to check your CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, 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).