How big is Cornerstone Wealth Advisors' plan?

Cornerstone Wealth Advisors' plan reported $497K in assets and 3 participants for 2025.

Original filing (PDF)20260330135611NAL0011132977001

Cornerstone Wealth Advisors

Name: Cornerstone Wealth Advisors — Cornerstone Wealth, Form 5500 (2025)
Creator: Cornerstone Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornerstone Wealth Advisors 401(k) Plan

401(k) retirement plan · Cornerstone Wealth Advisors' Cornerstone Wealth Advisors 401(k) Plan held $497K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

Plan identifiers

Cornerstone Wealth Advisors' EIN is 83-0863397.

EIN 83-0863397

Plan number 001

Plan year 2025

ACK ID 20260330135611NAL0011132977001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cornerstone Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cornerstone Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, 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 ADVISORS.

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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