How big is Cornerstone Financial Services, Inc.'s plan?

Cornerstone Financial Services, Inc.'s plan reported $4.0M in assets and 6 participants for 2025.

Original filing (PDF)20260123123646NAL0005643169001

Cornerstone Financial Services, Inc.

Name: Cornerstone Financial Services, Inc. — Cornerstone, Form 5500 (2025)
Creator: Cornerstone Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornerstone Financial Services, Inc. Retirement Trust

401(k) retirement plan · Cornerstone Financial Services, Inc.'s Cornerstone Financial Services, Inc. Retirement Trust held $4.0M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Bryan REX signed Cornerstone Financial Services, Inc.'s 2025 Form 5500 as plan administrator.

Bryan REX — 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 Services, Inc.'s EIN is 54-1249412.

EIN 54-1249412

Plan number 001

Plan year 2025

ACK ID 20260123123646NAL0005643169001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cornerstone Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cornerstone Financial Services, Inc.'s plan includes a 401(k) feature, profit-sharing, 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 CORNERSTONE FINANCIAL SERVICES, INC..

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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