Back to filter
Original filing (PDF)20250918114036NAL0001704208001
CORNERSTONE MOVING & STORAGE, LLC
Form 5500-SF
FILING_RECEIVED
CORNERSTONE MOVING & STORAGE 401(K) PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
11
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORNERSTONE MOVING & STORAGE, LLC.
Plan sponsor
Name
CORNERSTONE MOVING & STORAGE, LLC
EIN
46-3853717
Address
1175 INTERNATIONAL PARKWAY · FREDERICKSBURG, VA · 22406
Phone
(571) 210-4280
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Transportation & Warehousing plans
CALIFORNIA PORTABLE STORAGE, INC.
CALIFORNIA PORTABLE STORAGE, INC. PROFIT SHARING PLAN
$1.3M · 13 participants
HOLLAND COLD STORAGE INC
HOLLAND COLD STORAGE, INC. PROFIT SHARING PLAN
$1.3M · 6 participants
DISTRIBUTION ALTERNATIVES, INC.
DISTRIBUTION ALTERNATIVES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$1.3M · 222 participants
AIM DISTRIBUTION SERVICES, LLC
AIM DISTRIBUTION SERVICES, LLC PROFIT SHARING 401(K) PLAN
$1.3M · 66 participants
GARDE ROBE ONLINE, LLC
GARDE ROBE 401(K) PLAN
$1.3M · 2 participants
BASSIK SERVICES
BASSIK SERVICES 401(K) RETIREMENT PLAN
$1.3M · 13 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B