TARA Evans, for TAG Resources signed Cornerstone Group Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cornerstone Group Holdings, Inc.'s EIN is 82-1949204.
Download the official 2024 Form 5500 (PDF) for Cornerstone Group Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cornerstone Group Holdings, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY LLP |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Target Retirement 2045 Ret Acct | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Stable Value | — | — | $49K | 8.8% | |
| Transamerica Target Retirement 2055 Ret Acct | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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. | Bonds / Notes | — | — | $20K | 3.6% | |
| Transamerica Target Retirement 2065 Ret Acct | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 14-1918990 |
| — |
| AUDIT |
| $4K |
| — |
