How big is Cornerstone Research Group, Inc.'s plan?

Cornerstone Research Group, Inc.'s plan reported $15.1M in assets and 119 participants for 2023.

Original filing (PDF)20241003092728NAL0019317682001

Cornerstone Research Group, Inc.

Name: Cornerstone Research Group, Inc. — Cornerstone, Form 5500 (2023)
Creator: Cornerstone Research Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cornerstone Research Group, Inc. 401(k) Plan

401(k) retirement plan · Cornerstone Research Group, Inc.'s Cornerstone Research Group, Inc. 401(k) Plan held $15.1M in plan assets for 119 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

119

Accounts w/ balance

125

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

People on this filing

Jeffrey Bennett signed Cornerstone Research Group, Inc.'s 2023 Form 5500 as plan administrator.

Jeffrey Bennett — 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 Research Group, Inc.'s EIN is 31-1517769.

EIN 31-1517769

Plan number 001

Plan year 2023

ACK ID 20241003092728NAL0019317682001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Cornerstone Research Group, Inc.'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 RESEARCH GROUP, INC..

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 40K (2% of contributions).

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

CORNERSTONE RESEARCH GROUP, INC.

EIN

all filings

Address

510 EARL BLVD · MIAMIMSBURG, OH · 45342

Phone

(937) 320-1877

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

36 direct securities· $15.1M(100% of reported assets)

Other securities

$7.3M

20 holdings

Common Collective Trusts

$6.3M

8 holdings

Mutual Funds

$1.5M

8 holdings

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.0M	13.3%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.7M	11.5%
T. Rowe Price Retirement 2050 Fund Mutual Fund	Other securities	—	—	$1.1M	7.0%
T. Rowe Price Retirement 2030 Fund Mutual Fund	Other securities	—	—	$1.0M	6.6%
MainStay Winslow Large Cap Growth Fund Mutual Fund	Other securities	—	—	$837K	5.5%
T. Rowe Price Retirement 2040 Fund Mutual Fund	Other securities	—	—	$765K	5.1%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$609K	4.0%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$597K	3.9%
Fidelity Contrafund Fund Mutual Fund	Mutual Funds	—	—	$502K	3.3%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$499K	3.3%
T. Rowe Price Retirement 2045 Fund Mutual Fund	Other securities	—	—	$489K	3.2%
Columbia Dividend Income Fund Mutual Fund	Other securities	—	—	$476K	3.1%
Loomis Sayles Bond Fund Mutual Fund ** 254 Loomis Sayles Small Cap Growth Fund Mutual Fund	Other securities	—	—	$425K	2.8%
T. Rowe Price Retirement 2055 Fund Mutual Fund	Other securities	—	—	$380K	2.5%
Columbia Select Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$361K	2.4%
T. Rowe Price Retirement 2060 Fund Mutual Fund	Other securities	—	—	$355K	2.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$347K	2.3%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$320K	2.1%
T. Rowe Price Retirement 2025 Fund Mutual Fund	Other securities	—	—	$294K	1.9%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$291K	1.9%
Fidelity Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$272K	1.8%
Fidelity Low-Priced Stock Fund Mutual Fund	Mutual Funds	—	—	$234K	1.5%
Cohen & Steers Realty Shares Fund Mutual Fund	Other securities	—	—	$211K	1.4%
T. Rowe Price Retirement 2035 Fund Mutual Fund	Other securities	—	—	$196K	1.3%
John Hancock Balanced Fund Mutual Fund	Other securities	—	—	$191K	1.3%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$151K	1.0%
Metropolitan West Total Return Bond Fund Mutual Fund	Other securities	—	—	$140K	0.9%
Janus Henderson High-Yield Fund Mutual Fund	Mutual Funds	—	—	$138K	0.9%
and maturity dates through 2027	Other securities	—	—	$116K	0.8%
T. Rowe Price Retirement 2020 Fund Mutual Fund	Other securities	—	—	$26K	0.2%
Templeton Foreign Fund Mutual Fund	Mutual Funds	—	—	$22K	0.1%
PIMCO Real Return Fund Mutual Fund	Mutual Funds	—	—	$20K	0.1%
Virtus Ceredex Mid-Cap Value Equity Fund Mutual Fund	Other securities	—	—	$18K	0.1%
Fidelity Government Income Fund Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
T. Rowe Price Retirement 2010 Fund Mutual Fund	Other securities	—	—	$4K	<0.1%
T. Rowe Price Retirement 2005 Fund Mutual Fund	Other securities	—	—	$4K	<0.1%