How big is Financial Cornerstone Group, LLC's plan?

Financial Cornerstone Group, LLC's plan reported $198K in assets and 5 participants for 2024.

Original filing (PDF)20250731202403NAL0003391379001

Financial Cornerstone Group, LLC

Name: Financial Cornerstone Group, LLC — FCG 401(k) &, Form 5500 (2024)
Creator: Financial Cornerstone Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FCG 401(k) & Profit Sharing Plan

401(k) retirement plan · Financial Cornerstone Group, LLC's FCG 401(k) & Profit Sharing Plan held $198K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Elizabeth Courtney signed Financial Cornerstone Group, LLC's 2024 Form 5500 as plan administrator.

Elizabeth Courtney — 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

Financial Cornerstone Group, LLC's EIN is 47-3796327.

EIN 47-3796327

Plan number 001

Plan year 2024

ACK ID 20250731202403NAL0003391379001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Cornerstone Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

FINANCIAL CORNERSTONE GROUP, LLC

EIN

all filings

Address

190 MCIVER LANE · ROCKLEDGE, FL · 32955

Phone

(321) 735-4994

Industry

Finance & Insurance

Plan administrator