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Original filing (PDF)20250821073443NAL0003938209001
TF CORNERSTONE INC.
Form 5500
FILING_RECEIVED
TF CORNERSTONE INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
424
Accounts w/ balance
525
Plan assets (EOY)
$72.5M
Net assets (EOY)
$72.5M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TF CORNERSTONE INC..
Plan sponsor
Name
TF CORNERSTONE INC.
EIN
13-2766269
Address
387 PARK AVENUE SOUTH · NEW YORK, NY · 10016
Phone
(212) 984-1753
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CORNICK, GARBER & SANDLER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $116K | — |
| DOUGLAS LANE & ASSOCIATES LLC | 81-0698246 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $411 | — |
Investments
18 direct securities· $71.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund " | — | — | — | $9.3M | 12.8% | |
| Vanguard Total Bd Mkt Idx Inst " | — | — | — | $8.3M | 11.5% | |
| Vanguard Growth Index Instl " | — | — | — | $7.6M | 10.5% | |
| Schwab International Index Fd Mutual funds | — | — | — | $7.6M | 10.5% | |
| Vanguard Total Stk Index Inst " | — | — | — | $5.0M | 7.0% | |
| VGD Interm Term Trsy Idx Adm " | — | — | — | $3.9M | 5.3% | |
| Vanguard Mid Cap Index Admiral " | — | — | — | $3.8M | 5.3% | |
| Vanguard Value Index Adm " | — | — | — | $3.7M | 5.1% | |
| Vanguard Sm Cap Val Index Adm " | — | — | — | $3.6M | 5.0% | |
| Schwab Personal Choice Retirement Account Self-Directed Brokerage Accounts | — | — | — | $3.6M | 4.9% | |
| Vanguard Treasury Money Market Money Market/Cash Equivalent | — | — | — | $3.0M | 4.2% | |
| Vanguard Shrt Term Infl Pro " | — | — | — | $3.0M | 4.1% | |
| Vanguard Emrg Mkts Index Adm " | — | — | — | $3.0M | 4.1% | |
| Vanguard Real Estate Index Adm " | — | — | — | $1.5M | 2.1% | |
| Schwab Small-Cap Index Fund " | — | — | — | $1.5M | 2.1% | |
| Vanguard Short Term Bd Idx Adm " | — | — | — | $1.2M | 1.7% | |
| Vanguard Small Cap Grth Index " | — | — | — | $1.2M | 1.6% | |
| Participant Loans Interest at 4.25% - 10.25% a year | — | — | — | $539K | 0.7% |
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