Michelle Withey signed Cornerstone Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cornerstone Systems, Inc.'s EIN is 62-1686354.
Download the official 2024 Form 5500 (PDF) for Cornerstone Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cornerstone Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $41K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 12.4% | |
| Principal Blue Chip Growth Fund | Other securities | — | — | $2.0M | 10.5% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $2.0M | 10.4% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $2.0M | 10.3% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $1.5M | 7.7% | |
| T. Rowe Price Mid Cap Value Fund | Other securities | — | — | $1.3M | 7.0% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $1.1M | 5.8% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $787K | 4.1% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $712K | 3.7% | |
| J. P. Morgan Equity Income Fund | Other securities | — | — | $684K | 3.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $673K | 3.5% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $537K | 2.8% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $499K | 2.6% | |
| Thornburg Limited Term Income Fund | Other securities | — | — | $498K | 2.6% | |
| Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $473K | 2.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $384K | 2.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $267K | 1.4% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $250K | 1.3% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $228K | 1.2% | |
| Goldman Sachs Small Cap Value Fund | Other securities | — | — | $196K | 1.0% | |
| Participant loans 4.25% to 9.50% Interest | Bonds / Notes | — | — | $179K | 0.9% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $176K | 0.9% | |
| MFS International Value Fund | Mutual Funds | — | — | $129K | 0.7% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $89K | 0.5% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $77K | 0.4% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
