How big is Cornerstone Financial Group LLC's plan?

Cornerstone Financial Group LLC's plan reported $41K in assets and 4 participants for 2024.

Original filing (PDF)20251001150955NAL0005998163001

Cornerstone Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Cornerstone Financial Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Cornerstone Financial Group LLC's Cornerstone Financial Group LLC 401(k) Profit Sharing Plan held $41K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

Plan identifiers

Cornerstone Financial Group LLC's EIN is 84-3298037.

EIN 84-3298037

Plan number 001

Plan year 2024

ACK ID 20251001150955NAL0005998163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Financial Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORNERSTONE FINANCIAL GROUP LLC.

Finding similar companies…

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