· 2022–2024 · DOL EFAST2
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CORNERSTONE MANAGEMENT GROUP, LLC — SORCE COMPANIES' RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250514112133NAL0029695664001
CORNERSTONE MANAGEMENT GROUP, LLC
Form 5500-SF
FILING_RECEIVED
SORCE COMPANIES' RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
11
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CORNERSTONE MANAGEMENT GROUP, LLC
.
Find decision makers
Plan sponsor
Name
CORNERSTONE MANAGEMENT GROUP, LLC
EIN
22-2333999
Address
245 PROSPECT AVENUE, PENTHOUSE · HACKENSACK, NJ · 07601
Phone
(201) 214-4227
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
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