How big is Cornerstone Financial Credit Union's plan?

Cornerstone Financial Credit Union's plan reported $9.3M in assets and 80 participants for 2024.

Original filing (PDF)20250519131654NAL0002716898001

Cornerstone Financial Credit Union

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Financial Credit Union 401(k) Plan and Trust

401(k) retirement plan · Cornerstone Financial Credit Union's Cornerstone Financial Credit Union 401(k) Plan and Trust held $9.3M in plan assets for 80 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Laura a Williamson signed Cornerstone Financial Credit Union's 2024 Form 5500 as plan administrator.

Laura a Williamson — 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 Credit Union's EIN is 62-0575774.

EIN 62-0575774

Plan number 002

Plan year 2024

ACK ID 20250519131654NAL0002716898001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Financial Credit Union'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 CREDIT UNION.

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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