How big is Cornerstone Wealth Management LLC's plan?

Cornerstone Wealth Management LLC's plan reported $69 in assets and 1 participants for 2024.

Original filing (PDF)20251015090956NAL0004413681001

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 Financial Partners 401(k) Plan

401(k) retirement plan · Cornerstone Wealth Management LLC's Cornerstone Financial Partners 401(k) Plan held $69 in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$69

Net assets (EOY)

$69

People on this filing

Jason A. Pinney signed Cornerstone Wealth Management LLC's 2024 Form 5500 as plan administrator.

Jason A. Pinney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cornerstone Wealth Management LLC's EIN is 83-2987698.

EIN 83-2987698

Plan number 001

Plan year 2024

ACK ID 20251015090956NAL0004413681001

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, ERISA 404(c) participant direction, a 401(k) feature.

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