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Original filing (PDF)20251002220225NAL0000884353018
CORNERSTONE APARTMENT SERVICES, INC
Form 5500
FILING_RECEIVED
CORNERSTONE APARTMENT SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
123
Accounts w/ balance
204
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Federal Money Market Fund Mutual Fund ** 85 Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund" is 41% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORNERSTONE APARTMENT SERVICES, INC.
Plan sponsor
Name
CORNERSTONE APARTMENT SERVICES, INC
EIN
84-1491690
Address
665 N. GRANT ST. · DENVER, CO · 80203
Phone
(303) 333-1999
Industry
Real Estatesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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
OLSON, REYES & SAUERWEIN, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
22 direct securities· $2.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Federal Money Market Fund Mutual Fund ** 85 Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund | — | — | — | $982K | 40.6% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | — | — | — | $398K | 16.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $211K | 8.7% | |
| Vanguard Short‐Term Inflation‐Protected Securities Index Fund Admiral SharesMutual Fund | — | — | — | $208K | 8.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $200K | 8.3% | |
| Participant Loans through 2027 $ ‐ | — | — | — | $107K | 4.4% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $97K | 4.0% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $73K | 3.0% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $37K | 1.5% | |
| Vanguard Information Technology Index Fund Admiral Shares Mutual Fund | — | — | — | $23K | 1.0% | |
| Vanguard Small‐Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $14K | 0.6% | |
| Vanguard Industrials Index Fund Admiral Shares Mutual Fund | — | — | — | $12K | 0.5% | |
| Vanguard Small‐Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $10K | 0.4% | |
| Vanguard Materials Index Fund Admiral Shares Mutual Fund | — | — | — | $9K | 0.4% | |
| Vanguard Mid‐Cap Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $8K | 0.3% | |
| Vanguard Large‐Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $6K | 0.3% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $6K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Mutual Fund ** 389 Vanguard Intermediate‐Term Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $4K | 0.2% | |
| Vanguard Health Care Index Fund Admiral Shares Mutual Fund | — | — | — | $3K | 0.1% | |
| Vanguard Mid‐Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $3K | 0.1% | |
| Cash Non‐Interest Bearing Cash | — | — | — | $3K | 0.1% | |
| Vanguard Financials Index Fund Admiral Shares Mutual Fund | — | — | — | $3K | 0.1% |
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