Marcus Bowie signed Cornerstone Delivery Service's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cornerstone Delivery Service's EIN is 84-1854611.
Download the official 2024 Form 5500 (PDF) for Cornerstone Delivery Service from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cornerstone Delivery Service's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Index Adm Mutual fund | Mutual Funds | — | — | $293K | 42.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | Mutual Funds | — | — | $172K | 25.3% | |
| Vanguard Total Bond Market Index Adm Mutual fund | Mutual Funds | — | — | $71K | 10.4% | |
| Vanguard Real Estate Index Admiral Mutual fund | Mutual Funds | — | — | $50K | 7.3% | |
| Vanguard Total Intl Bd Idx Admiral Mutual fund | Common Collective Trusts | — | — | $32K | 4.6% | |
| Matrix Trust Company Cash and cash equivalents | Cash / Money Market | — | — | $23K | 3.4% | |
| Notes Receivable from Participants (9%) Participant Loans | Participant loans | — | — | $2K | 0.3% | |
| Vanguard Short Term Infl-Prot Sec Idx Adm Mutual fund | Common Collective Trusts | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
