How big is Cornerstone Wealth's plan?

Cornerstone Wealth's plan reported $1.1M in assets and 12 participants for 2025.

Original filing (PDF)20260209115022NAL0002657010001

Cornerstone Wealth

Name: Cornerstone Wealth — Cornerstone Wealth 401(k), Form 5500 (2025)
Creator: Cornerstone Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornerstone Wealth 401(k) Profit Sharing Plan

401(k) retirement plan · Cornerstone Wealth's Cornerstone Wealth 401(k) Profit Sharing Plan held $1.1M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Cornerstone Wealth's EIN is 81-4753366.

EIN 81-4753366

Plan number 001

Plan year 2025

ACK ID 20260209115022NAL0002657010001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Cornerstone Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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