How big is Cornerstone Partners Capital Management LLC's plan?

Cornerstone Partners Capital Management LLC's plan reported $4.0M in assets and 33 participants for 2024.

Original filing (PDF)20250710111557NAL0003439555001

Cornerstone Partners Capital Management LLC

Name: Cornerstone Partners Capital Management LLC — Form 5500 Plan 001 (2024)
Creator: Cornerstone Partners Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornerstone Partners Capital Management LLC 401(k) Plan

401(k) retirement plan · Cornerstone Partners Capital Management LLC's Cornerstone Partners Capital Management LLC 401(k) Plan held $4.0M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Jerry POLK Jr. signed Cornerstone Partners Capital Management LLC's 2024 Form 5500 as plan administrator.

Jerry POLK Jr. — 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 Partners Capital Management LLC's EIN is 85-3346342.

EIN 85-3346342

Plan number 001

Plan year 2024

ACK ID 20250710111557NAL0003439555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cornerstone Partners Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PARTNERS CAPITAL MANAGEMENT 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