How big is Cornerstone Wealth Planning's plan?

Cornerstone Wealth Planning's plan reported $509K in assets and 13 participants for 2025.

Original filing (PDF)20260423220225NAL0005227185054

Cornerstone Wealth Planning

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Wealth Planning 401(k) Plan

401(k) retirement plan · Cornerstone Wealth Planning's Cornerstone Wealth Planning 401(k) Plan held $509K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

Plan identifiers

Cornerstone Wealth Planning's EIN is 46-2108723.

EIN 46-2108723

Plan number 001

Plan year 2025

ACK ID 20260423220225NAL0005227185054

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Cornerstone Wealth Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WEALTH PLANNING.

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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