How big is Cornerstone Management Partners,'s plan?

Cornerstone Management Partners,'s plan reported $5.7M in assets and 330 participants for 2024.

Original filing (PDF)20250724074137NAL0002300179001

Cornerstone Management Partners,

Name: Cornerstone Management Partners, — Cornerstone, Form 5500 (2024)
Creator: Cornerstone Management Partners,
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornerstone Management Partners, LLC 401(k) Plan

401(k) retirement plan · Cornerstone Management Partners,'s Cornerstone Management Partners, LLC 401(k) Plan held $5.7M in plan assets for 330 participants in 2024.

Signals · 1

No auditor on file

Active participants

330

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

AMY Sherman signed Cornerstone Management Partners,'s 2024 Form 5500 as plan administrator.

AMY Sherman — 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 Management Partners,'s EIN is 20-0957207.

EIN 20-0957207

Plan number 001

Plan year 2024

ACK ID 20250724074137NAL0002300179001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Management Partners,'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 MANAGEMENT PARTNERS,.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score