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

Cornerstone Management Group, LLC's plan reported $1.6M in assets and 8 participants for 2023.

Original filing (PDF)20240626154030NAL0005801379001

Cornerstone Management Group, LLC

Name: Cornerstone Management Group, LLC — Sorce Companies', Form 5500 (2023)
Creator: Cornerstone Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sorce Companies' Retirement Plan

Defined-contribution retirement plan · Cornerstone Management Group, LLC's Sorce Companies' Retirement Plan held $1.6M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Cornerstone Management Group, LLC's EIN is 22-3339999.

EIN 22-3339999

Plan number 002

Plan year 2023

ACK ID 20240626154030NAL0005801379001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cornerstone Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cornerstone Management Group, LLC's plan includes profit-sharing.

Decision-maker contacts

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