How big is Cornerstone Mortgage Group, LLC's plan?

Cornerstone Mortgage Group, LLC's plan reported $2.5M in assets and 21 participants for 2025.

Original filing (PDF)20260406083813NAL0006102945001

Cornerstone Mortgage Group, LLC

Name: Cornerstone Mortgage Group, LLC — Cornerstone, Form 5500 (2025)
Creator: Cornerstone Mortgage Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornerstone Mortgage Group, LLC 401(k) Plan

401(k) retirement plan · Cornerstone Mortgage Group, LLC's Cornerstone Mortgage Group, LLC 401(k) Plan held $2.5M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Cornerstone Mortgage Group, LLC's EIN is 20-4399734.

EIN 20-4399734

Plan number 001

Plan year 2025

ACK ID 20260406083813NAL0006102945001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cornerstone Mortgage Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cornerstone Mortgage Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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 (87th percentile).

Plan sponsor

Name

CORNERSTONE MORTGAGE GROUP, LLC

EIN

all filings

Address

41 MARIETTA STREET · ALPHARETTA, GA · 30009

Phone

(678) 578-7600

Industry

Finance & Insurance

Plan administrator