How big is Cobblestone Capital Advisors, LLC's plan?

Cobblestone Capital Advisors, LLC's plan reported $16.3M in assets and 43 participants for 2024.

Original filing (PDF)20250611131055NAL0045429298003

Cobblestone Capital Advisors, LLC

Name: Cobblestone Capital Advisors, LLC — Cobblestone, Form 5500 (2024)
Creator: Cobblestone Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cobblestone Capital Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cobblestone Capital Advisors, LLC's Cobblestone Capital Advisors LLC 401(k) Profit Sharing Plan & Trust held $16.3M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.3M

Net assets (EOY)

$16.3M

People on this filing

Deborah MALM signed Cobblestone Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Cobblestone Capital Advisors, LLC's EIN is 16-1543732.

EIN 16-1543732

Plan number 001

Plan year 2024

ACK ID 20250611131055NAL0045429298003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cobblestone Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cobblestone Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COBBLESTONE CAPITAL ADVISORS, LLC.

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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