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Original filing (PDF)20251013125421NAL0001264577001
NURSE PATHWAYS MEDICAL SOLUTIONS, LLC DBA CORNERSTONE REHAB
Form 5500
FILING_RECEIVED
CORNERSTONE REHAB 401(K) PLAN
401(k) retirement plan
Signals · 2
~121 bps in Sched C feesNo recordkeeper disclosed
Active participants
480
Accounts w/ balance
202
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 121 bps in Schedule C fees — 133% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NURSE PATHWAYS MEDICAL SOLUTIONS, LLC DBA CORNERSTONE REHAB.
Plan sponsor
Name
NURSE PATHWAYS MEDICAL SOLUTIONS, LLC DBA CORNERSTONE REHAB
EIN
82-2891610
Address
1 HOLLOW LANE · SUITE 112 · NEW HYDE PARK, NY · 110421215
Phone
(877) 646-7656
Industry
Admin Support & Waste Mgmtsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRASSI & CO. CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
Investments
13 direct securities · 11 pooled funds· $2.9M(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.
Pooled Separate Account
$2.6M
11 holdings
Uncategorized
$313K
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $571K | 19.4% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $451K | 15.4% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $417K | 14.2% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $343K | 11.7% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $271K | 9.2% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $202K | 6.9% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $143K | 4.9% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $143K | 4.9% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 Fd | — | — | — | $142K | 4.9% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $96K | 3.3% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $51K | 1.7% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $24K | 0.8% | |
| Guaranteed Option * Principal Life Insurance Company Principal Guaranteed Option ** 1 * Participant Loans Interest rates from 9.75% to 10.50% -0- | — | — | — | $20K | 0.7% | |
| Neuberger Berman Management Neub Berman Real Estate R6 Fd | — | — | — | $12K | 0.4% | |
| BlackRock iShs US Agg Bond Index K Fund ** 1 SEI TRUST COMPANY Allspring Spec M Cap Value R6 | — | — | — | $8K | 0.3% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | — | — | — | $8K | 0.3% | |
| Lord Abbett Lord Abbett Sht Drtn Inc R6 Fd | — | — | — | $7K | 0.2% | |
| PGIM Investments PGIM High Yield R6 Fund | — | — | — | $5K | 0.2% | |
| BlackRock iShares MSCI EAFE Int Idx K Fd | — | — | — | $4K | 0.1% | |
| Columbia Funds Columbia Div Income I3 Fund ** 402 Fidelity Investments Fidelity Extended Mkt Idx Fd | — | — | — | $3K | 0.1% | |
| The American Funds American Fds US Govt Sec R6 Fd ** 1 Artisan Develop World Inst Fd | — | — | — | $3K | <0.1% | |
| BlackRock Md-Cp Gr Eq K Fd | — | — | — | $2K | <0.1% | |
| First Eagle First Eagle Overseas R6 Fund ** 350 Janus International Holding, JanusHenderson SmCp Val N | — | — | — | $2K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $494 | <0.1% |
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