How big is Cornerstone Financial Group's plan?

Cornerstone Financial Group's plan reported $1.1M in assets and 4 participants for 2025.

Original filing (PDF)20260312185624NAL0007262755001

Cornerstone Financial Group

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Financial Group 401(k) Plan

401(k) retirement plan · Cornerstone Financial Group's Cornerstone Financial Group 401(k) Plan held $1.1M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Cornerstone Financial Group's EIN is 36-4907088.

EIN 36-4907088

Plan number 001

Plan year 2025

ACK ID 20260312185624NAL0007262755001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Cornerstone Financial Group'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 FINANCIAL GROUP.

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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