Original filing (PDF)20241106105300NAL0005862515001

CORNERSTONE BANK

Name: CORNERSTONE BANK — SBERA PENSION PLAN AS ADOPTED BY SOUTHBRIDGE SAVINGS BANK, Form 5500 (2023)
Creator: CORNERSTONE BANK

Form 5500

FILING_RECEIVED

SBERA PENSION PLAN AS ADOPTED BY SOUTHBRIDGE SAVINGS BANK

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORNERSTONE BANK.

Plan sponsor

Name

CORNERSTONE BANK

EIN

04-1856390

Address

257 MAIN STREET · SOUTHBRIDGE, MA · 01550

Phone

(508) 765-9103

Industry

Finance & Insurancesee all

Plan administrator

Name

NRS, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 938-6559

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-01-31

Filed

2024-11-06

Pension benefit codes

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
SBERA COMMON AND COLLECTIVE TRUST SBERA · EIN 04-2004337 / PN 001	Common Collective Trust	$0	—

1–1 of 1

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