How big is Cornerstone Wealth Management's plan?

Cornerstone Wealth Management's plan reported $7.7M in assets and 40 participants for 2024.

Original filing (PDF)20250721110856NAL0001112145001

Cornerstone Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Wealth Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cornerstone Wealth Management's Cornerstone Wealth Management 401(k) Profit Sharing Plan & Trust held $7.7M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Joseph Keifer signed Cornerstone Wealth Management's 2024 Form 5500 as plan administrator.

Joseph Keifer — 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 Wealth Management's EIN is 20-3634736.

EIN 20-3634736

Plan number 001

Plan year 2024

ACK ID 20250721110856NAL0001112145001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Wealth Management'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 WEALTH MANAGEMENT.

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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