Original filing (PDF)20240930080743NAL0005312161001

CORNERSTONE WEALTH MANAGEMENT, LLC

Name: CORNERSTONE WEALTH MANAGEMENT, LLC — CORNERSTONE WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2023)
Creator: CORNERSTONE WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

CORNERSTONE WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CORNERSTONE WEALTH MANAGEMENT, LLC

EIN

47-2321219all filings

Address

4400 COLLEGE BOULEVARD, SUITE 350 · OVERLAND PARK, KS · 66211

Phone

(913) 754-2154

Industry

Finance & Insurancesee all

Plan administrator