Original filing (PDF)20251010111156NAL0017746274001

CORNERSTONE INSURANCE SERVICES INC

Name: CORNERSTONE INSURANCE SERVICES INC — CORNERSTONE INSURANCE SERVICES INC 401(K) PLAN, Form 5500 (2024)
Creator: CORNERSTONE INSURANCE SERVICES INC

Form 5500-SF

FILING_RECEIVED

CORNERSTONE INSURANCE SERVICES INC 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CORNERSTONE INSURANCE SERVICES INC

EIN

84-4092332all filings

Address

1393 VETERANS HWY STE 312N · HAUPPAUGE, NY · 11788

Phone

(631) 494-3902

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator