Cornerstone Bank's EIN is 04-1856390.
Download the official 2024 Form 5500 (PDF) for Cornerstone Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cornerstone Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $57K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fair Value Measurements December 31, 2024 Level 1 Level 2 Level 3 Total Mutual funds $ 16,763,621 - | Other securities | — | — | $16.8M | 50.2% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.6M | 49.8% | |
| NUVEEN TIAA LIFECYCLE INDEX 2030 R NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3.8M | 11.3% | |
| NUVEEN TIAA LIFECYCLE INDEX 2035 R NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.7M | 8.1% | |
| NUVEEN TIAA LIFECYCLE INDEX 2040 R NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.0M | 6.1% | |
| NUVEEN TIAA LIFECYCLE INDEX 2060 R NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.6M | 4.8% | |
| NUVEEN TIAA LIFECYCLE INDEX 2020 R NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.5M | 4.6% | |
| NUVEEN TIAA LIFECYCLE INDEX 2050 R NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $794K | 2.4% | |
| NUVEEN TIAA LIFECYCLE INDEX 2045 R NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $706K | 2.1% | |
| NUVEEN TIAA LIFECYCLE INDEX 2025 R NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $672K | 2.0% | |
| NUVEEN TIAA LIFECYCLE INDEX 2055 R NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $556K | 1.7% | |
| NUVEEN TIAA LIFECYCLE INDEX RET INC NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $130K | 0.4% | |
| NUVEEN TIAA LIFECYCLE INDEX 2065 R NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $69K | 0.2% | |
| NUVEEN TIAA LIFECYCLE INDEX 2015 R NUVEEN INVESTMENTS · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| E. PROVIDENCE, RI |
| CONTRACT ADMIN |
| $0 |
| — |
