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

Cornerstone Wealth Management, LLC's plan reported $3.0M in assets and 5 participants for 2024.

Original filing (PDF)20250820175256NAL0003547601001

Cornerstone Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Wealth Management, LLC Retirement Plan

401(k) retirement plan · Cornerstone Wealth Management, LLC's Cornerstone Wealth Management, LLC Retirement Plan held $3.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Cornerstone Wealth Management, LLC's EIN is 82-4029653.

EIN 82-4029653

Plan number 001

Plan year 2024

ACK ID 20250820175256NAL0003547601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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