How big is Cornerstone Wealth Management's plan?

Cornerstone Wealth Management's plan reported $1.7M in assets and 18 participants for 2024.

Original filing (PDF)20251010123603NAL0017955954001

Cornerstone Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Wealth Management Cash Balance Plan

Defined-benefit pension plan · Cornerstone Wealth Management's Cornerstone Wealth Management Cash Balance Plan held $1.7M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Cornerstone Wealth Management's EIN is 81-3799230.

EIN 81-3799230

Plan number 002

Plan year 2024

ACK ID 20251010123603NAL0017955954001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Wealth Management's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score