How big is Cornerstone Financial Management's plan?

Cornerstone Financial Management's plan reported $1.9M in assets and 9 participants for 2024.

Original filing (PDF)20251016114045NAL0006603537001

Cornerstone Financial Management

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Financial Management 401(k) Plan

401(k) retirement plan · Cornerstone Financial Management's Cornerstone Financial Management 401(k) Plan held $1.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Kenneth Calcutt signed Cornerstone Financial Management's 2024 Form 5500 as plan administrator.

Kenneth Calcutt — 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 Financial Management's EIN is 47-2273884.

EIN 47-2273884

Plan number 001

Plan year 2024

ACK ID 20251016114045NAL0006603537001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Financial Management'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 FINANCIAL MANAGEMENT.

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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

Knocking points off