How big is Cornerstone Agency Inc.'s plan?

Cornerstone Agency Inc.'s plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250528154639NAL0017867618001

Cornerstone Agency Inc.

Name: Cornerstone Agency Inc. — Cornerstone 401(k) Plan, Form 5500 (2024)
Creator: Cornerstone Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornerstone 401(k) Plan

401(k) retirement plan · Cornerstone Agency Inc.'s Cornerstone 401(k) Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Anthony Holland signed Cornerstone Agency Inc.'s 2024 Form 5500 as plan administrator.

Anthony Holland — 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 Agency Inc.'s EIN is 13-3913042.

EIN 13-3913042

Plan number 001

Plan year 2024

ACK ID 20250528154639NAL0017867618001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Agency 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 AGENCY 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CORNERSTONE AGENCY INC

EIN

all filings

Address

71 WEST 23RD STREET · SUITE 1331 · NEW YORK, NY · 10010

Phone

(212) 741-7100

Industry

Professional & Technical Services

Plan administrator