Original filing (PDF)20251015083619NAL0004355841001

CORNERSTONE FINANCIAL PARTNERS LLC

Name: CORNERSTONE FINANCIAL PARTNERS LLC — CORNERSTONE FINANCIAL GROUP RETIREMENT PLAN, Form 5500 (2024)
Creator: CORNERSTONE FINANCIAL PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

CORNERSTONE FINANCIAL GROUP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$689K

Net assets (EOY)

$689K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORNERSTONE FINANCIAL PARTNERS LLC.

Plan sponsor

Name

CORNERSTONE FINANCIAL PARTNERS LLC

EIN

46-4859984

Address

5200 W NEWBERRY RD, STE C · GAINESVILLE, FL · 32607

Phone

(352) 378-7456

Industry

Finance & Insurancesee all

Plan administrator