Andrea Cornell signed Cornerstone Community Financial Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cornerstone Community Financial Credit Union's EIN is 38-1418001.
Download the official 2024 Form 5500 (PDF) for Cornerstone Community Financial Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cornerstone Community Financial Credit Union's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | PLAN ADMINISTRATOR | $26K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Massachusetts Financial Services MFS GROWTH R3 | Mutual Funds | — | — | $1.5M | 14.5% | |
| Fidelity FID FREEDOM 2035 K6 | Mutual Funds | — | — | $1.3M | 12.9% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $1.2M | 11.6% | |
| Fidelity FID FREEDOM 2055 K6 | Mutual Funds | — | — | $814K | 7.8% | |
| Fidelity FID FREEDOM 2045 K6 | Mutual Funds | — | — | $742K | 7.2% | |
| Fidelity FID FREEDOM 2030 K6 | Mutual Funds | — | — | $648K | 6.2% | |
| Fidelity FID FREEDOM 2050 K6 | Mutual Funds | — | — | $527K | 5.1% | |
| Fidelity FID BALANCED | Mutual Funds | — | — | $477K | 4.6% | |
| Fidelity FID FREEDOM 2040 K6 | Mutual Funds | — | — | $356K | 3.4% | |
| Fidelity FID FREEDOM 2025 K6 | Mutual Funds | — | — | $309K | 3.0% | |
| Massachusetts Financial Services MFS MID CAP VALUE R3 | Mutual Funds | — | — | $308K | 3.0% | |
| Massachusetts Financial Services MFS MA INV TRUST R3 | Mutual Funds | — | — | $282K | 2.7% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $197K | 1.9% | |
| Fidelity FID FREEDOM 2060 K6 | Mutual Funds | — | — | $166K | 1.6% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $162K | 1.6% | |
| Massachusetts Financial Services MFS MID CAP GRTH R3 | Mutual Funds | — | — | $161K | 1.5% | |
| Principal Life PIF SMALL CAP R5 | Other securities | — | — | $160K | 1.5% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $150K | 1.4% | |
| Fidelity FID FREEDOM 2010 K6 | Mutual Funds | — | — | $131K | 1.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $120K | 1.2% | |
| Fidelity FID TOTAL BOND | Mutual Funds | — | — | $105K | 1.0% | |
| Fidelity FID FREEDOM 2020 K6 | Mutual Funds | — | — | $101K | 1.0% | |
| Fidelity FID SMALL CAP GR K6 | Mutual Funds | — | — | $97K | 0.9% | |
| Hartford HTFD EQUITY INC R4 | Common Stocks | — | — | $85K | 0.8% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 4.50% to 9.50% with various maturities | Bonds / Notes | — | — | $75K | 0.7% | |
| Fidelity FID FREEDOM 2065 K6 | Mutual Funds | — | — | $58K | 0.6% | |
| Capital Group AF EUROPAC GROWTH R6 | Common Stocks | — | — | $46K | 0.4% | |
| Allspring Global AS SPL SM CAP VAL A | Other securities | — | — | $22K | 0.2% | |
| Fidelity FID GOVT MMKT K6 | Mutual Funds | — | — | $16K | 0.2% | |
| PIMCO INCOME A | Mutual Funds | — | — | $12K | 0.1% | |
| Fidelity FID FREEDOM INC K6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
