How big is Cornerstone Portfolios LLC's plan?

Cornerstone Portfolios LLC's plan reported $205K in assets and 5 participants for 2024.

Original filing (PDF)20251002091306NAL0000221825001

Cornerstone Portfolios LLC

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Portfolios LLC 401(k) P/S Plan

401(k) retirement plan · Cornerstone Portfolios LLC's Cornerstone Portfolios LLC 401(k) P/S Plan held $205K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

People on this filing

David Guensch signed Cornerstone Portfolios LLC's 2024 Form 5500 as plan administrator.

David Guensch — 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 Portfolios LLC's EIN is 20-8971462.

EIN 20-8971462

Plan number 003

Plan year 2024

ACK ID 20251002091306NAL0000221825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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