Back to filter
Original filing (PDF)20251009164636NAL0003766947001
CORNERSTONE MANAGEMENT SERVICES INC
Form 5500-SF
FILING_RECEIVED
CORNERSTONE MANAGEMENT SERVICES, INC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
20
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORNERSTONE MANAGEMENT SERVICES INC.
Plan sponsor
Name
CORNERSTONE MANAGEMENT SERVICES INC
EIN
82-0526676
Address
176 RUNNING IRON ROAD · GALLATIN GATEWAY, MT · 59730
Phone
(406) 993-2533
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
GALLATIN CONSTRUCTION, INC.
GALLATIN CONSTRUCTION, INC. CASH BALANCE PLAN
$1.1M · 2 participants
LIBERTY COMMUNITIES, LLC
LIBERTY COMMUNITIES, LLC 401(K) PLAN
$1.1M · 61 participants
KISER CONSTRUCTION INC.
KISER CONSTRUCTION INC. 401(K) PROFIT SHARING PLAN
$1.1M · 13 participants
101 BUILDERS, INC.
101 BUILDERS, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 6 participants
ROBERT L. MONETTI CUSTOM BUILDER, LLC
MONETTI CUSTOM BUILDERS LLC PENSION PLAN
$1.1M · 8 participants
LF & SON CONSTRUCTION LLC
LF & SON CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 4 participants
Large plans in Montana
BILLINGS CLINIC
BILLINGS CLINIC 403B PLAN
$594.8M · 4,247 participants
D.A. DAVIDSON COMPANIES
D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN
$543.1M · 1,609 participants
GLACIER BANCORP, INC.
GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN
$537.9M · 3,535 participants
NORTHWESTERN CORPORATION
NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN
$512.8M · 1,590 participants
LOGAN HEALTH
LOGAN HEALTH RETIREMENT SAVINGS PLAN
$500.4M · 4,345 participants
FIRST INTERSTATE BANCSYSTEM, INC.
FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN
$481.7M · 3,478 participants