How big is Cornerstone Mortgage, LLC's plan?

Cornerstone Mortgage, LLC's plan reported $7.4M in assets and 27 participants for 2025.

Original filing (PDF)20260406111411NAL0009803826002

Cornerstone Mortgage, LLC

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Retirement Plan

401(k) retirement plan · Cornerstone Mortgage, LLC's Cornerstone Retirement Plan held $7.4M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan identifiers

Cornerstone Mortgage, LLC's EIN is 20-5496978.

EIN 20-5496978

Plan number 001

Plan year 2025

ACK ID 20260406111411NAL0009803826002

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Cornerstone Mortgage, LLC'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 MORTGAGE, 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