How big is Cornerstone Wealth Group, LLC's plan?

Cornerstone Wealth Group, LLC's plan reported $8.8M in assets and 49 participants for 2024.

Original filing (PDF)20250807161416NAL0003604897001

Cornerstone Wealth Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Wealth Group, LLC 401(k) Plan

401(k) retirement plan · Cornerstone Wealth Group, LLC's Cornerstone Wealth Group, LLC 401(k) Plan held $8.8M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan identifiers

Cornerstone Wealth Group, LLC's EIN is 82-2502694.

EIN 82-2502694

Plan number 001

Plan year 2024

ACK ID 20250807161416NAL0003604897001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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