How big is Cornerstone Advisors, LLC's plan?

Cornerstone Advisors, LLC's plan reported $1.6M in assets and 3 participants for 2025.

Original filing (PDF)20260420112043NAL0001367969004

Cornerstone Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Advisors, LLC 401(k) Plan

401(k) retirement plan · Cornerstone Advisors, LLC's Cornerstone Advisors, LLC 401(k) Plan held $1.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Cornerstone Advisors, LLC's EIN is 46-1707828.

EIN 46-1707828

Plan number 001

Plan year 2025

ACK ID 20260420112043NAL0001367969004

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Cornerstone Advisors, LLC'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 ADVISORS, 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