How big is Cornerstone Advisory's plan?

Cornerstone Advisory's plan reported $4.8M in assets and 12 participants for 2024.

Original filing (PDF)20251001104728NAL0031433890001

Cornerstone Advisory

Name: Cornerstone Advisory — Cornerstone Advisory 401(k), Form 5500 (2024)
Creator: Cornerstone Advisory
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornerstone Advisory 401(k) Plan

401(k) retirement plan · Cornerstone Advisory's Cornerstone Advisory 401(k) Plan held $4.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Cornerstone Advisory's EIN is 74-3193386.

EIN 74-3193386

Plan number 001

Plan year 2024

ACK ID 20251001104728NAL0031433890001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Advisory's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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