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Original filing (PDF)20251015164338NAL0010371010001
CORNERSTONE GROUP HOLDINGS, INC
Form 5500
FILING_RECEIVED
CORNERSTONE GROUP HOLDINGS 401(K) PLAN
401(k) retirement plan
Signals · 1
~485 bps in Sched C fees
Active participants
365
Accounts w/ balance
215
Plan assets (EOY)
$556K
Net assets (EOY)
$556K
How this plan invests
This plan
23 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 485 bps in Schedule C fees — 207% above peer band of 158 bps.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORNERSTONE GROUP HOLDINGS, INC.
Plan sponsor
Name
CORNERSTONE GROUP HOLDINGS, INC
EIN
82-1949204
Address
2310 ANDERSON AVE · MANHATTAN, KS · 66502
Phone
(785) 789-4750
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TEMPLETON & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $13K | — |
| TRAMSAMERICA FINANCIAL LIFE INS | 36-6071399 | — | RECORD KEEPER | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY LLP | 14-1918990 | — | AUDIT | $4K | — |
Investments
14 direct securities · 23 pooled funds· $1.0M(100% of reported assets)
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.
Uncategorized
$530K
14 holdings
Pooled Separate Account
$472K
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Target Retirement 2045 Ret Acct | — | — | — | $93K | 16.7% | |
| STATE STREET SECCOURSE 2045 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 420 | Pooled Separate Account | — | — | $93K | 16.7% | |
| Transamerica Target Retirement 2035 Ret Acct | — | — | — | $70K | 12.5% | |
| STATE STREET SECCOURSE 2035 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 418 | Pooled Separate Account | — | — | $70K | 12.5% | |
| Transamerica Target Retirement 2050 Ret Acct | — | — | — | $62K | 11.2% | |
| STATE STREET SECCOURSE 2050 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 421 | Pooled Separate Account | — | — | $62K | 11.2% | |
| Transamerica Target Retirement 2040 Ret Acct | — | — | — | $58K | 10.3% | |
| STATE STREET SECCOURSE 2040 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 419 | Pooled Separate Account | — | — | $58K | 10.3% | |
| Transamerica Stable Value Advantage Option | — | — | — | $49K | 8.8% | |
| Transamerica Target Retirement 2055 Ret Acct | — | — | — | $46K | 8.3% | |
| STATE STREET SECCOURSE 2055 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 422 | Pooled Separate Account | — | — | $46K | 8.3% | |
| Transamerica Target Retirement 2030 Ret Acct | — | — | — | $37K | 6.7% | |
| STATE STREET SECCOURSE 2030 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 417 | Pooled Separate Account | — | — | $37K | 6.7% | |
| Transamerica Target Retirement 2060 Ret Acct | — | — | — | $35K | 6.2% | |
| STATE STREET SECCOURSE 2060 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 423 | Pooled Separate Account | — | — | $35K | 6.2% | |
| Transamerica Target Retirement 2025 Ret Acct | — | — | — | $30K | 5.4% | |
| STATE STREET SECCOURSE 2025 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 416 | Pooled Separate Account | — | — | $30K | 5.4% | |
| Notes receivable from participants - 9.50%, various maturities. | — | — | — | $20K | 3.6% | |
| Transamerica Target Retirement 2065 Ret Acct | — | — | — | $18K | 3.3% | |
| STATE STREET SECCOURSE 2065 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 424 | Pooled Separate Account | — | — | $18K | 3.3% | |
| Transamerica Target Retirement Income Ret Acct | — | — | — | $5K | 1.0% | |
| STATE STREET SECCOURSE INC BY TA RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 414 | Pooled Separate Account | — | — | $5K | 1.0% | |
| Transamerica Target Retirement 2020 Ret Acct | — | — | — | $4K | 0.8% | |
| STATE STREET SECCOURSE 2020 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 415 | Pooled Separate Account | — | — | $4K | 0.8% | |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 413 | Pooled Separate Account | — | — | $3K | 0.5% | |
| STATE STREET S&P 500 INDEX CLASS II TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 405 | Pooled Separate Account | — | — | $2K | 0.4% | |
| STATE STREET GLOBAL ALL CAP EX US I TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 409 | Pooled Separate Account | — | — | $2K | 0.3% | |
| Transamerica Fundamental Investors Ret Acct | — | — | — | $2K | 0.3% | |
| AMERICAN FUNDS FUNDMNTL INVST RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 232 | Pooled Separate Account | — | — | $2K | 0.3% | |
| JPMORGAN EQT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $2K | 0.3% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 407 | Pooled Separate Account | — | — | $1K | 0.2% | |
| T. ROWE PRICE US SMALL CAP VALUE EQ TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 425 | Pooled Separate Account | — | — | $600 | 0.1% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $522 | <0.1% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 410 | Pooled Separate Account | — | — | $353 | <0.1% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $318 | <0.1% | |
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 975 | Pooled Separate Account | — | — | $232 | <0.1% | |
| DFA EMERGING MARKETS CORE EQUITY RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 759 | Pooled Separate Account | — | — | $116 | <0.1% |