How big is Cornerstone Mortgage Services, Inc.'s plan?

Cornerstone Mortgage Services, Inc.'s plan reported $590K in assets and 20 participants for 2024.

Original filing (PDF)20250415113407NAL0003272465001

Cornerstone Mortgage Services, Inc.

Name: Cornerstone Mortgage Services, Inc. — CMSI Retiremen, Form 5500 (2024)
Creator: Cornerstone Mortgage Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CMSI Retirement Plan

401(k) retirement plan · Cornerstone Mortgage Services, Inc.'s CMSI Retirement Plan held $590K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$590K

Net assets (EOY)

$590K

People on this filing

Gordon LIN signed Cornerstone Mortgage Services, Inc.'s 2024 Form 5500 as plan administrator.

Gordon LIN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cornerstone Mortgage Services, Inc.'s EIN is 05-0530531.

EIN 05-0530531

Plan number 001

Plan year 2024

ACK ID 20250415113407NAL0003272465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cornerstone Mortgage Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Mortgage Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off