How big is Cornerstone Valley Inc.'s plan?

Cornerstone Valley Inc.'s plan reported $258K in assets and 104 participants for 2024.

Original filing (PDF)20250527164804NAL0010886928001

Cornerstone Valley Inc.

Name: Cornerstone Valley Inc. — Cornerstone Valley Inc., Form 5500 (2024)
Creator: Cornerstone Valley Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornerstone Valley Inc. 401(k) Plan

401(k) retirement plan · Cornerstone Valley Inc.'s Cornerstone Valley Inc. 401(k) Plan held $258K in plan assets for 104 participants in 2024.

Active participants

104

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

People on this filing

Megan Nelson signed Cornerstone Valley Inc.'s 2024 Form 5500 as plan administrator.

Megan Nelson — 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 Valley Inc.'s EIN is 46-2429563.

EIN 46-2429563

Plan number 001

Plan year 2024

ACK ID 20250527164804NAL0010886928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cornerstone Valley Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Valley 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 VALLEY INC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score