How big is Cornerstone Financial Management LLC's plan?

Cornerstone Financial Management LLC's plan reported $108K in assets and 3 participants for 2024.

Original filing (PDF)20251009155131NAL0007242913001

Cornerstone Financial Management LLC

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Financial Management LLC 401(k) Plan

401(k) retirement plan · Cornerstone Financial Management LLC's Cornerstone Financial Management LLC 401(k) Plan held $108K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$108K

Net assets (EOY)

$108K

People on this filing

Richard Tatum signed Cornerstone Financial Management LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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 Financial Management LLC's EIN is 20-4780509.

EIN 20-4780509

Plan number 001

Plan year 2024

ACK ID 20251009155131NAL0007242913001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Financial Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 FINANCIAL MANAGEMENT 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